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4th December 2025 – Weak Jobs data fuels rate cut hopes as Salesforce upgrades AI Agent demand
In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the recent weak jobs data, Salesforce's strong earnings report, and the overall market performance. The conversation highlights the implications of rate cut expectations, the rise of AI monetization, and sector performances, particularly in healthcare and commodities. The discussion concludes with insights on future market outlooks and economic indicators.
takeaways
• Weak jobs data indicates a contraction in private payrolls.
• Rate cut expectations have surged to 90% for a reduction.
• Salesforce's earnings…
The skinny
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