All One Wealth

The CNCS Cut - Why the "Jobs Boom" is a Mathematical Mirage -

The CNCS Cut - Why the "Jobs Boom" is a Mathematical Mirage Yesterday’s blockbuster jobs report sent a shockwave through the markets, causing investors to immediately dismantle their expectations for a March rate cut. On the surface, the numbers looked like a "sugar rush" dream: 130,000 jobs added (doubling expectations of 66k) and unemployment dipping to ...

The CNCS Cut - Market's & Economics - by AllOneWealth - January 2026 -

The CNCS Cut - Market's & Economics - by AllOneWealth - January 2026 As we open the first full trading week of 2026, the headlines are dominated by the stunning news regarding the U.S. military operation in Venezuela. While these shifts are historic, the market's reaction so far has been a masterclass in a concept I think about often: Markets love to climb a "wall of...