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Show Notes
January’s blockbuster jobs report shattered the weak labor narrative and pushed expected Fed cuts further out. Add a CBO outlook with deeper deficits and higher‑for‑longer yields, and the path to 2026 rate cuts looks even murkier.
Today’s recommended read: Trump rate hopes and CBO budget math don't chime, by Mike Dolan
Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest
Produced by Eliza Davis Beard, Ethan Plotkin and Abisoye Adelusi
Sound engineering and music by Sebastian and Josh Sommer
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