Everyone's reading 57K jobs vs 115K expected as recessionary panic. It's the wrong frame. Here's what the data actually says: wage pressure is easing while pricing power persists. That's a classic profit-cycle inflection. Companies like $AMZN and $NOW—both sitting on strong FCF and margin expansion—benefit from exactly this dynamic: labor becomes less scarce, compensation constraints ease, but they don't need to cut selling prices to maintain volume. That's textbook margin expansion.

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