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VRA Letter: Fox Business. February Jobs Data; Weak. VRA Portfolio Update. Interest Rates: What’s Going on Here? It’s All About Oil Now.

Good Friday morning. Heads up: I’m scheduled to be on Fox Business “Making Money” with Charles Payne today in the 2PM ET hour. Hope you can join. Breaking: February jobs data came with a miss, with 92,000 jobs lost vs est ...

Posted On March 06, 20267 MIN Read
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Good Friday morning. Heads up: I’m scheduled to be on Fox Business “Making Money” with Charles Payne today in the 2PM ET hour. Hope you can join.

Breaking: February jobs data came with a miss, with 92,000 jobs lost vs estimates of 55,000 gains, with the unemployment rate coming in at 4.4%, vs estimates of 4.3%. While this is weak jobs data, if you’ve followed us for long you know that we pay little attention to these monthly BLS reports…it’s the quarter by quarter trend that matters most and we continue to have high confidence that the jobs market will continue to strengthen as the year moves on. If anything, this should at least force the Feds hands to reconsider dropping rates. In May, when Kevin Warsh is Fed Chair, we’ll be able to have very different conversations (with rates falling sharply, throughout the year)

VRA Portfolio Update

First, we’re making no changes to the VRA Portfolio. As you’ll read in this mornings Letter, yes, the risks of rising oil prices have become ...

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