Tom Keene
๐ค SpeakerAppearances Over Time
Podcast Appearances
Michael Ball awaiting us as well.
And Veronica Clark will join us from Citigroup here in a moment.
Paul Sweeney with Morgan Stanley's Jim Caron.
clear he does that.
Do you know how he learned that?
If you're at the Bowdoin Observatory in physics, in February, and it's 20 below zero, and you get the telescope, it's clearer because it's cold air.
That's how you get to think that clearly.
Right out to Caltech as well.
Jim Caron, go write a report.
He is brilliant at Morgan Stanley.
We appreciate Mr. Caron's expertise here.
We've got a ways to go.
Tom, a red headline crossing the Bloomberg terminal.
Traders fully price in Fed rate cut by July versus June previously.
So the warp function kind of, we're seeing it right there here on this strong labor print.
Diane, we know the Fed likes to look at this unemployment rate, and boy, it ticked down from 4.4% to 4.3%.
fully-employed America, isn't it?