Fresh data on labor costs and productivity, more Iran headlines, and private credit concerns dominating the early action: David Faber and Sara Eisen kicked off the hour with the latest - and broke down the global picture with Former UK Treasury Minister & once Goldman Sachs Asset management Chairman Jim O'Neill - before diving into growing recession concerns out of Moody's with their Chief Economist. Plus: hear from the CEO of United, live from their media day in a wide-ranging interview spanning consumer trends to where he thinks prices are headed.
Also in focus: exclusive reporting from Faber around Ares and Apollo's decision to limit withdrawals from some private credit funds, along with his read on headlines Jefferies could be looking to sell.
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