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Morning Brief — September 2, 2026

Stocks fell as the 10-year hit 4.8%, and ADP showed just 38,000 August jobs — but openings remain high, so it looks like low-hiring/low-firing rather than layoffs. Base 50%, Bull 20%, Bear 30%.

Morning Brief — September 2, 2026

Stocks fell as the 10-year hit 4.8%, and ADP showed just 38,000 August jobs — but openings remain high, so it looks like low-hiring/low-firing rather than layoffs. Base 50%, Bull 20%, Bear 30%.

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