Strong Jobs Report, Rising Oil Risks, and the Fed’s Next Move

The labor market looks solid—but bigger risks are building.Mike Armstrong and Paul Lane break down a stronger-than-expected jobs report, rising oil prices tied to the Iran conflict, and what it all means for the Fed.Also covered:What the jobs data really says about the economyWhy oil shocks could delay rate cutsThe growing impact of demographics on the labor marketPrivate credit stress and risks beneath the surface