explicit

explicit

inferred

inferred

implicit
tariffs cautious down
National Economic Council 6.2
Government Agency
Kevin Hassett 7.0
8/4/2025 4:01:32 PM
ndx
Kevin Hassett comments on weaker-than-expected jobs numbers and labor market momentum, implying pressure on Fed policy that could negatively impact equity markets in the short term.
yields
Kevin Hassett agrees that bond yields tumbled on Friday due to the jobs number revisions indicating a real slowdown in the jobs market.

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