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June 5, 2026 - The Jobs Number That Changed the Rate-Cut Debate
A blowout payrolls report forces markets to rethink the soft-landing narrative. In this episode of Market Pulse, we break down how stronger-than-expected labor data changed the rate-cut conversation, pushed investors to reassess the Fed path, and raised the uncomfortable question: is the economy still heading for a soft landing — or are rate hikes back on the table?
We cover the key market moves, the reaction across rates and risk assets, and what the jobs data may mean for inflation, Fed policy, and the broader macro outlook.
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