Notes d’épisode
Today’s employment report aligned labor demand more closely with the positive cyclical dynamics seen in both US and global activity this quarter. While there remains a concern about geopolitics and energy markets, our focus of concern is shifting to the interaction of more credit-dependent business spending and central bank tightening.
Speakers:
Bruce Kasman, Chief Economist
Joseph Lupton, Co-Head Economic Research
This podcast was recorded on 4 September 2026.
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