We're setting ourselves up for a growth recovery in 2026, says JPMorgan's Stephen Parker

For market reaction, let's bring in Stephen Parker, co-head of global investment strategy at JP Morgan Private Bank. Stephen, great to have you with us. Uh, so we just got claims data, better than expected, but we had the jobs data from last week.How do you view uh where we are on jobs and how that impacts what the Fed is going to do later this year. Yeah, we think the weakness that we saw last week in the the labor report, you know, is not a surprise. Uh, we expected that the the delayed impact from tariff ...