Rate sensitive equity sectors could benefit from bond withdrawals, says BofA's Savita Subramanian

Joining me now is Bank of America Sevita Subaranian. Uh Sevita, you've been looking at how a softening labor market impacts corporate margins and I'm assuming they impact margins in different ways. Uh how do you kind of connect what you saw from today's report with how investors should be positioning for different sectors moving forward.Yeah, I I mean I think today's report does not necessarily mean that we are in a downward spiral in terms of economic growth. In fact, I think things still look pretty healt ...