 Frankly, you'd want to see right now in the U.S. labor market. That's a sign of a fairly well-balanced, stabilized labor market. Only a couple years ago, people were calling the labor market boiling, red hot, an inflation driver, unsustainable. It is natural, especially with the Fed having raised interest rates, for that labor market to have cooled down. The logical fear, though, in that situation is that something that is cooling can become cold. Capital Advisors Group's Matt Pagnotti says that fear is fading.