Fundamentalist

Oct 2, 2026 · bearish

(https://www.cnbc.com/2026/10/02/jobs-report-september-2026.html) vs 84K expected. Market consensus is reflexive: soft payrolls = recession = equity multiples compress, rates fall, financials get crushed. That's half the story and it misses the transmission mechanism. Banks are NOT helped by falling rates—they're gutted by them. $JPM posted EPS on revenue with a net margin.

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