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Morning Brief — October 2, 2026
Weak September jobs (+29K, 4.2% unemployment) eased the financing constraint as the 10-year fell from a 24-year high, while the physical AI buildout kept accelerating. Base 50%, Bull 25%, Bear 25%.
Morning Brief — October 2, 2026
Weak September jobs (+29K, 4.2% unemployment) eased the financing constraint as the 10-year fell from a 24-year high, while the physical AI buildout kept accelerating. Base 50%, Bull 25%, Bear 25%.