

Instant Reaction: US Job Growth Falls Short, Sets Up Fed Pivot
Sep 6, 2024
Neil Dutta, Head of US Economic Research at Renaissance Macro Research, Claudia Sahm, Chief Economist at New Century Advisors, Mark Zandi, Chief Economist at Moody's Analytics, and Ben Laidler, Head of Equity Strategy at Bradesco BBI, delve into recent disappointing US job growth numbers. They discuss the implications for Federal Reserve rate cuts and explore differences in economic stability among income groups. The experts also analyze labor market trends, inflation pressures, and investment strategies in a shifting economic landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 4min
US Job Growth and Economic Outlook
03:31 • 10min
Contrasting Financial Realities Among Income Groups
13:41 • 2min
Monetary Policy and Labor Market Insights
15:22 • 7min
Exploring Investment Strategies in a Broadening Bull Market
22:13 • 2min
Analyzing Labor Market Trends and Monetary Policy Implications
23:53 • 2min