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Hot Takes

    3/04/26 11:51am - Today's hotter than expected ADP jobs report for February is one more reason why the Fed may switch back to prioritizing price stability over maximum employment this year.

    2/26/26 10:17am - Wall Street's adverse response to NVIDIA's strong first quarter is further proof that the rotation out of mega cap tech stocks is for real.

    2/11/26 12:56pm - January's unexpectedly strong jobs report will make it even tougher for the Fed to justify cutting interest rates anytime soon.

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