Denise Chisholm, sector strategist, shares her insights and perspectives on the sectors to watch in global markets. Denise looks at hiring and labour markets in the United States, as well as labour supply and demand. Denise states the U.S. needs more workers to be able to produce what it wants to produce, and she believes this is solvable through higher wages. Denise explains what she believes are the most and least timely sectors right now, and she also looks at globalization and the threat of offshoring, this earnings season, and how the proposed U.S. infrastructure spend could affect certain sectors.

Recorded on April 30, 2021.