Tech and health care gaining ground at the expense of commodity industries, energy to the bottom of the pack. The rotation makes sense, because in a slow growing or recessionary environment, growth stocks are more likely to out perform. So it's going to take time to get to that point, and hit's probably not until first half of next year.
Julia Pollak, Chief Economist at ZipRecruiter, discusses the June jobs report and who's hiring. Tom McGee, President of ICSC, gives his take on brick and mortar retail ahead of Amazon's Prime Day. Ginger Taggart, Vice President of Brand Management at Crowne Plaza Hotels & Resorts, discusses the future of "blended travel." And we Drive to the Close with Alan Zafran, Co-CEO at IEQ Capital.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan
See omnystudio.com/listener for privacy information.