The latest U.S. jobs report has sent tremors through financial markets, altering odds of when—and how quickly—the U.S. Federal Reserve will commence its cutting cycle. Ali Jaffery of CIBC Economics joins Bipan to break down the recent string data flow from south of the border, and what it means for investors. Ali also provides advice on fantasy football for the upcoming season. This podcast was recorded live on August 5, 2025.
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