Behind The Markets Podcast: Lorenzo Esparza
Behind the Markets Podcast
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Introduction
Jeremy Schwartz: It just seems like the Fed doesn't get it. The big disconnect Jeremy is that despite the weakness we see in manufacturing and all the regional basically ISI indexes, the labor market is extraordinarily strong. And when they will actually see the weaker data is when I think the pivot will come. What the market worries about is that's going to be too late.
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