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The Call @ Hedgeye | May 23, 2022

In this clip from The Call @ Hedgeye, Hedgeye CEO Keith McCullough and Financials analyst Josh Steiner discuss the recent jobs report with insight from Telecom-Media Policy analyst Paul Glenchurwho comments on the Supreme Court taking on the vaccine mandate case today and what the impact of their decision could have on labor.

“This number you see is a pretty sharp divergence from the number we got from ADP a couple of days ago,” explains Steiner. “I imagine this will go a fair way towards tempering the enthusiasm of late at the long end.”

“If you enforce on January 10th that vaccine mandate for all employers over 100 employees (effecting 84 million employees), a lot of people are going to quit. That’s going to have ripple effects across the economy,” notes Glenchur.

(This clip is a small taste of what our subscribers get each day on The Call @ Hedgeye. In a nutshell, The Call is our morning research call hosted by Hedgeye CEO Keith McCullough with our 40+ analyst research team. It helps small and large investors alike make better decisions via unique and investable stock/sector updates Click here to learn more.)