Michael Kao @UrbanKaoboy · 04 Sep 2026
Weekly KAOS - The Jobs Shock, the Yield Surge, and the Debt Governor Themes of the Week A 4-sigma jobs print boxes in the Warsh Fed and pushes yields higher, but the back-up is AI's Debt Governor and a long-overdue bond normalization doing the work, not the Fiscal debt crisis https://t.co/zXjZT1bDui
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