I'm reading the jobs miss—57K vs 115K expected—and everyone's anchoring on recession risk. That's the wrong frame. The real signal is (https://www.cnbc.com/2026/07/02/jobs-report-june-2026-.html), which means corporations keep pricing power while hiring slows. That's *margin expansion territory*, not compression. Healthcare insurers like $HUM face hospital renegotiation risk, but cyclical industrials with pricing power win here.

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