Jonathan Golub, managing director and chief equity strategist at Seaport Research Partners, said that a stronger-than-expected US jobs report reinforces the case for the Federal Reserve to raise interest rates, even as President Donald Trump has urged lower borrowing costs, Bloomberg reported.

In an interview with Bloomberg This Weekend's Christina Ruffini and Jeff Mason, Golub said his primary concern is longer-term bond yields, which could come under pressure as heavy AI investment and government borrowing compete for capital.