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August Jobs Surge Raises Odds of September Fed Hike

Sep 5, 2026 · 0:11:07
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✨ AI Summary
  • Strong August jobs report increases odds of a September Fed rate hike.
  • Jonathan Golub notes competition for capital from AI and government borrowing.
  • Concerns are raised about longer-term bond yields.

Guests on This Episode

JG
Jonathan Golub
Chief US. Equity Strategist and Head of Quantitative Research, Credit Suisse Securities (USA) · 2 podcast appearances
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