Analysis of Non-Farm Payrolls Impact on Market Expectations and Fed Cuts

This week, what a slowdown in nonfarm payrolls meant for markets, and how to position for the opportunity in America’s aging capital stock.

The Week in Review (1:06) — A rare weak employment report and the Swedish Riksbank cuts rates

The Week Ahead (7:19) — CPI and retail sales headline a big week for macro data

The Spotlight (7:41) — Who will benefit from the replacement and repair of America’s private capital stock?

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