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“Happy International Women's Day!”

U.S. Macro and Payrolls
If we had to guess, the Trump team would have welcomed a weaker U.S. jobs report to hasten the Fed’s rate-cutting cycle, weaken the dollar, and a stock market breather —at least in theory.
What baffles us is why economic orthodoxy is used to attack the T...

 

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US Jobs | Diffusion LLMs | Ricardian Vice | Iran Nuclear

A balancing act. Scott Bessant’s economic plan, Ricardian something