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Fears about a u. S. Recession are not showing in this report. Very hard to get a recession in the next 12 months. Higher wages. The labor market is holding in. We were worried about manufacturing and we saw the numbers are hanging fine. The jury is out in the manufacturing sector. Maybe there are some budding signs of some weakness in the employment sector at the fringes. The question is where it goes from here. Jonathan joining me around the table, my guest. If the payroll report doesnt change what you sour carless of what you thought going into the payrolls report, not a game changer, is it ...

Cycle. Fears about a u. S. Recession are not showing in this report. Very hard to get a recession in the next 12 months. Higher wages. The labor market is holding in. We were worried about manufacturing and we saw the numbers are hanging fine. The jury is out in the manufacturing sector. Maybe there are some budding signs of some weakness in the employment sector at the fringes. The question is where it goes from here. Jonathan joining me around the table, my guests. If the payroll report doesnt change what you sour carless of what you thought going into the payrolls report, not a game changer...

Would expect at this late cycle. Fears about a u. S. Recession are just not showing up in this report at all. Very hard to get a recession in the next 12 months. You got higher wages and hours trending up. The labor market is holding in. We were worried about manufacturing hours worked and we saw the numbers are hanging fine. The jury is out in the manufacturing sector. Uncertainty is enormous on many fronts. Maybe there are some budding signs of some weakness in the employment sector at the fringes. The question is where it goes the uncertainty goes from here. Jonathan joining me around the t...

Still well above what you would expect at this late cycle. Fears about a u. S. Recession are not showing in this report. Very hard to get a recession in the next 12 months. Higher wages. The labor market is holding in. We were worried about manufacturing and we saw the numbers are hanging fine. The jury is out in the manufacturing sector. Budding there are some signs of some weakness in the employment sector at the fringes. The question is where it goes from here. Jonathan joining me around the table, my guest. Guests. If the payroll report doesnt change what you sour carless of what you thoug...

Slowing economy. Still well above what you would expect at this late cycle. Fears about a u. S. Recession are not showing in this report. Very hard to get a recession in the next 12 months. You have got higher wages, hours trending up. The labor market is holding in. We were worried about manufacturing hours worked and we saw the numbers are hanging fine. The jury is out in the manufacturing sector. Uncertainty is on so many fronts. Maybe there are some budding signs of some weakness in the employment sector at the fringes. The question is where the uncertainty goes from here. Jonathan joining...