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Morning Brief — October 3, 2026

Weekend edition: soft payrolls cooled hike expectations but the 10-year still rebounded to 5.29% on inflation and fiscal-supply worries; German electronics orders stayed exceptionally strong. Base 50%, Bull 25%, Bear 25%.

Morning Brief — October 3, 2026

Weekend edition: soft payrolls cooled hike expectations but the 10-year still rebounded to 5.29% on inflation and fiscal-supply worries; German electronics orders stayed exceptionally strong. Base 50%, Bull 25%, Bear 25%.

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