Instant Reaction: US Job Growth Falls Short, Sets Up Fed Pivot

Neil Dutta, Head of US Economic Research at Renaissance Macro Research, Claudia Sahm, Chief Economist at New Century Advisors, Mark Zandi from Moody's Analytics, and Ben Laidler, Head of Equity Strategy at Bradesco BBI, dive into the latest job growth data. They discuss how recent declines may prompt the Federal Reserve to reconsider rate cuts. The conversation also uncovers economic disparities affecting lower-income households and highlights potential shifts in investment focus from tech to emerging sectors as market dynamics change.