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Morning Note | Sept 2, 2022

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Yield Hunting
Sep 02, 2022
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Good Morning!

Markets are up nicely as the jobs report came in better than expected. 315K new jobs were created in August, slightly more than 290K estimate going in. Commodities are rallying led by Energy, with bond yields flat and USD weaker. Following a better-than-expected ISM, let’s see how that translates to the job market where jobless claims seemi…

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