it’s the slowest hiring since 2020 in the United States of America nonform payrolls comes in at 12,000 is that shocking or no that’s the number to focus on 4.1% is the critical number Muhammad Aran says that tells you it’s cyclical noise in the payrolls and not something structural that then has an impact on the short end of the curve yields drop uh at one juncture by 89 basis points we’re leveling off at the moment again a reconsideration of what does the FED look through when it comes to how do you act in this Equity Market City along with Bank of America saying we are a peak Trump Euphoria trade you want to take some chips off the table before the election when it comes to delivering in scale Pat G singer on blumberg last night really says this is the most audacious rebuilding plan ever and we’ve got a lot done yes a kitchen sink and write down nearly 19 billion worth it gives him a free hand keep an eye on oil and the news headlines over the weekend WTI up 2.63% at $718 cense can Iran respond to Israel via the proxies that is the consideration according to axus