Friday's jobs report was the 'largest data surprise in economic history': Analyst

Jonathan Pain, author of The Pain Report, discusses the dramatic recovery of jobs in Friday's U.S. Non Farm Payrolls data, which saw a rise of 2.5 million jobs against an expected drop of 7.5 million. With the prospect of a faster-than-expected recovery, Pain says this could be a good time to invest in hard-hit financials, which have seen dramatic declines this year.