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.footer .iOSLink a { color: #666666 !important; text-decoration: none !important; } @media only screen and (max-device-width: 480px) { body { padding: 10px !important; } .one-column p, .one-column li { font-size: 19px !important; line-height: 29px !important; } }A daily digest of opinions and analysisRising Employment, Rising Confidence?So, the U.S. added a solid 235,000 jobs during Donald Trump’s first full month in office, with strong growth in mining, machinery, construction, and (oddly enough) accessories sales. Is that point one for the “Trump is raising animal spirits” theory? Maybe. Mark Whitehouse considers what it would take for confidence to spread beyond a few lucky sectors.Here’s One Company That Hopes Trump SucceedsInvestors are already rewarding the engineering giant AECOM in anticipation of a big infrastructure spending plan; the L.A.-based company raised $1 billion last month alone. Matthew A. Winkler reports on the business’s push to become the largest infrastructure firm in the Trump era.Traders Prepped for the Fed. Then What?The strong jobs report only ups the likelihood that the Federal Reserve will raise rates when policy makers meet next week. Jason Schenker warns that the risk of policy disappointment and the accompanying financial market upheaval is high.Spring Flings in Havana May Be Short-LivedIt’s been hardly six months since commercial flights resumed between the U.S. and Cuba, and already three American carriers have cut their service to the island. Mac Margolis says tourism won’t save Cuba’s ailing economy without reforms and a post-revolutionary vision.Ritholtz’s ReadsProfitable companies, no taxes: Here’s how they did it (New York Times)These states aren’t waiting for Trump to get funds for infrastructure (Bloomberg)The disrupters: Silicon Valley elites’ vision of the future (City Journal)(Read Barry Ritholtz’s full daily news roundup here.)Bloomberg GadflyEmerging market debt is safer now (unless...)Shame on Silicon Valley’s stock expense stragglersWhat restaurants can learn from Chinese takeout(Read more from BV’s sister site for fast business commentary.)Bloomberg L.P. ● 731 Lexington Avenue, New York, NY 10022Web ● Facebook ● TwitterFeedback ● Unsubscribe

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