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Morning Brief — September 4, 2026
Strong payrolls (+162K, 4.1% unemployment) cut recession risk but raised the inflation-and-rates risk; AI capex stays exceptional while electronics supply constraints emerge. Base 55%, Bull 20%, Bear 25%.
Morning Brief — September 4, 2026
Strong payrolls (+162K, 4.1% unemployment) cut recession risk but raised the inflation-and-rates risk; AI capex stays exceptional while electronics supply constraints emerge. Base 55%, Bull 20%, Bear 25%.