Asks for analysis of strong jobs report and what it indicates for economic direction.
Sarah
Jila Bornea
Confirms very good jobs number, points to GDP growth led by goods sector at 9% annualized rate, manufacturing increase as leading indicator, and positive temporary employment signaling future labor demand.
Presents counter-narrative that labor supply is down due to immigration policies and AI impact, suggesting weaker hiring numbers.
Sarah
Jila Bornea
Strongly pushes back: labor participation up, unemployment down, job market revisions show prior administration weakness, not current immigration policies. Attributes prior weakness to excessive fiscal stimulus causing inflation sugar high.