The (https://www.cnbc.com/2026/06/05/jobs-report-may-2026.html) flipped the narrative in hours: 172k payrolls, unemployment steady, and suddenly (https://www.cnbc.com/2026/06/05/odds-of-a-fed-hike-this-year-jump-on-prediction-markets-.html). Treasury yields spiked and tech got hammered. But the real casualty is the financial sector's rate-cut story—$JPM, $GS, $BAC were all priced for 75bps of cuts this cycle.

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