Jim Cramer reveals why Caterpillar is no longer the cat's meow.
CEO Susan Salka told Cramer that the staffing company has found strong demand for employees across various of its business units.
"What we're seeing more than anything is that our clients really want to work with a total workforce solution partner like AMN," she said, "and we've really made a pretty tremendous transformation over the last decade from moving from a transnational relationship to much more of a strategic relationship with our clients.
"If bond yields keep plummeting, it might not matter. We'll scare ourselves right out of this terrific multi-year expansion, for certain," he said. "But a recession? That's not necessarily on the table, as long as the [Federal Reserve] acts aggressively to ensure a soft landing."
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