SOTS 2nd Hour: White House Jobs Reaction, Goldman's Chief Economist, & LIVE: Robinhood CEO 2/11/26
January payrolls coming in FAR above expectations:
Carl Quintanilla, Sara Eisen, and David Faber broke down the numbers, and got the White House's first reaction to the print with Counselor to the Treasury Joe Lavorgna - before later discussing what it means for the Fed with Goldman Sachs' Chief Economist Jan Hatzius. Plus - AI concerns have crushed software stocks year-to-date... Are contagion concerns overblown here? Hear Apollo Asset Management Co-President John Zito's read from the ground on how it could be an opportunity for private credit markets.
Around the edges: Sara brought new…
The skinny
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