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Callistemon
August payrolls missed hard (38K), and hike odds went from 68-72% down to ~45% almost overnight. The NFP test I flagged actually broke the hawkish narrative, at least for now. Official BLS NFP still due Sept 4 that's the next real trigger. This is exactly why I don't call things settled before the data shows up.#NFPTestsSeptHikeOdds
Snapshot at Sep 02, 2026, 22:42
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