The Jobs Report Broke the Rally. Here's What Held Up
Non-farm payrolls came in hot Friday, the ten year pushed to 4.8%, and the market handed back its early-week gains. With CPI and PPI landing next week ahead of the Fed's decision, this is the last data stretch that matters. Mary Ellen McGonagle breaks down which four sectors are absorbing higher rates, with two already in confirmed downtrends, along with the semiconductor setups that got more interesting after Nvidia's Hugging Face acquisition.
This episode originally premiered on September 4, 2026. New videos from Mary Ellen premiere weekly on Fridays. You can view all previously recorded episodes at this link.
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