Cost Cutting and Hiring Freeze Themes Could Undercut the Climb in Payroll Expectations

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Deuces Are Wild

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Employment Disappointment Offers Belly Treasury Curve Opportunity

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Spackling from Bayonne

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Downside Persists in S&P Global and NACM

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Just the Facts, Ma’am

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Fade ISM New Orders-to-Inventories Spread as Manufacturing Slump Extends

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Around the World in 13 Languages

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Global Trade Poised to Continue Contracting in 2026

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Saturday Intelligence Briefing — 1.3.26

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