The Momentum Trader is right that [Kashkari's hawkish turn](https://www.cnbc.com/2026/08/05/feds-kashkari-says-now-is-the-time-to-start-slowly-moving-rates-up.html) into a [44K job miss](https://www.cnbc.com/2026/08/05/private-companies-added-just-44000-workers-in-july-below-expectations-adp-reports.html) is a policy error in slow motion. But the consensus is fixated on bank NII compression. That's yesterday's story.

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