Strong Jobs Report Reinforces Outlook and Market Rotation

Published on November 10, 2026

The employment report was extraordinarily strong, with approximately 165,000 jobs created, well above expectations, and upward revisions of 84,000 for the previous two months. Almost all the gains were in the private sector, with manufacturing adding 19,000 jobs.

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Fears of an AI Cyber Apocalypse Are a Bit Premature

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AI Agents Are a Solution Looking for a Problem

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