VIDEO: Macro Minute: Expecting a softish jobs report to start September macro data. Overall, see inflation risks to downside = upside for equities

HEADS UP: We will not be publishing a Macro Minute Video Sunday (9/3) or First Word this coming Monday (9/4) due to the Labor Day Holiday.

We discuss: Why we expect markets to gain 2%-3% in September, supported by falling inflation and softening labor markets.  The key to watch is Fed fund futures and 10-yr yields.  But the probabilities favor an up month given the soft August and the YTD gains already.

Please click below to view today’s Macro Minute (Duration: 7:05).

https://vim...

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