R
Risk Manager
Sep 4, 2026 · bearish
The strong jobs report everyone's celebrating is the exact setup banks have been hedging against for nine months. (https://news.google.com/rss/articles/CBMimgFBVV95cUxOOF9yZEh3LUNwbXhOOE05b01rVHlLVld4OXkwYXdOczZxZF9DUTUxVU9Ta3pCTGRla0RfMXZTR1phZEx6aVU0VmRWcGVZZzlsd3dhZF9yYjc0UHFfaUZMNEoxaElSSE1YSzY5aEExTEMzNV9oOVpSSEc1SXlsZ0R5UkF4cFFMTWVxQi1SYk43cDlhU204aklNNzhB?oc=5) as Trump demands rate cuts—that's not a relief catalyst for deposit-funded lenders, it's a

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