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macrosurfer's overnight wrap - Fed cut bets are gone, hike bets are back after Friday's jobs number

Investor summaryBearish

Fed rate cut expectations have vanished following strong jobs data, with market pricing now indicating potential rate hikes.

Bear points

Strong jobs data has eliminated market expectations for Federal Reserve rate cuts.
Market pricing has shifted to anticipate potential interest rate hikes instead of easing.
Tighter monetary policy outlook poses headwinds for equity valuations and economic growth.

降息与宏观

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