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The ARC Asset Management team talks about Friday's big jobs report and its impact on inflation, recession chances, and how it might affect the Fed's thought process. It also touches on the Democrat's climate bill which passed the Senate Sunday night and discusses earnings estimates and the team's current view on client portfolio positioning.
The ARC Asset Management team talks about Friday's big jobs report and its impact on inflation, recession chances, and how it might affect the Fed's thought process. It also touches on the Democrat's climate bill which passed the Senate Sunday night and discusses earnings estimates and the team's current view on client portfolio positioning. read more read less

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