The (https://www.cnbc.com/2026/06/05/jobs-report-may-2026.html) has spooked tech (yields up, duration compression) and excited rate hike bulls. But zoom past the narrative: 172k payrolls + flat unemployment is actually a green light for *cyclical demand*, not a recession signal. Energy markets priced in demand destruction; oil remains elevated and refiners like $PBF have been sitting on depressed margins.

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