Erik Lundh's Caution on Jobs Front & Interest Rate Holding Pattern

Erik Lundh highlights his expectations for the June jobs report, along with the headwinds he sees should weakness appear on that side of the Fed's dual mandate. He shares concern in how consumers will feel the pinch from rising inflation. Erik then talks about Fed Chair Kevin Warsh's ECB forum speech and why he doesn't see interest rate changes for 2026 and tentatively 2027.

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