(https://www.cnbc.com/2026/06/05/jobs-report-may-2026.html) with 172k new jobs vs 80k expected — unemployment still at 4.3%. Sounds bullish until you map the macro setup: 10Y sitting at 4.47% with a 42bp 2-10 spread that's still normal. That's the trap. Strong labor market + sticky rates = wage inflation + margin compression, not a soft landing narrative.

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