David Riley joins us on the BlueBay Insights podcast to talk about the latest jobs data from the US and the likelihood of a V shaped recovery.
We asked David:
- There has been a lot of focus on the recent upturn in the number of COVID infections in the US. Are investors right to be concerned or are these worries exaggerated?
- What are the implications for the US economy and recovery?
- You have stressed the importance of the jobs market for the recovery. Can you explain why it is so key to your view on the shape of the recovery?
- What does the latest jobs data for the US tell us?