Ian speaks with Jeremy Saunders, an expert from CIBC Capital Markets' XVA desk, about the latest U.S. labor market trends and the implications for Federal Reserve policies. They dissect the recent U.S. jobs data and debate whether labor demand is truly declining. Jeremy shares insights on market opportunities amid political election dynamics and the impact on yield curves. They also explore central bank strategies, particularly Canada’s stance, and discuss specific trading ideas for the upcoming week, including predictions on spread curves.
