About this episode
- Sucharita Kodali, Forrester VP & Principal Analyst - Tom Porcelli, PGIM Chief US Economist - Mohamed El-Erian, BBO & President, Queens' College Cambridge - Jeffrey Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund Sucharita Kodali of Forrester says consumers are spending on athleisure, after Lululemon's strong outlook. Tom Porcelli of PGIM, reacting to the November jobs data, says he thinks there are some cracks in the labor backdrop. Mohamed El-Erian of Queens' College Cambridge says, "The challenge for markets and policy would have been a consistently strong report. This is a somewhat strong report, but not consistently strong." Jeffrey Rosenberg with BlackRock also reacts to the jobs figures. See omnystudio.com/listener for privacy information.