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Show Notes
Marty Walsh, U.S. Secretary of Labor, says 95% of pre-pandemic jobs have recovered. Jeffrey Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says to watch the trend in wage inflation. Neil Dutta, Renaissance Macro Head of Economics, doesn't expect anyone to be talking about a 75 basis-point hike anymore after today's jobs report. Mark Kimmitt, Retired Brigadier General & Former Assistant Secretary of State for Political-Military Affairs, says he would be surprised if the U.S. hadn't been providing intelligence support to Ukraine.
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