Ratios
June 8, 2026
Us Employment Is Not Weakening
Daily UpdateEquitiesRates Govt BondsFXInformation TechnologyEnergy
The US labor market showed unexpected strength in the latest Non-Farm Payrolls report, prompting a hawkish repricing of Fed rate expectations. Consequently, US Treasury yields have surged, leading to equity market volatility compounded by geopolitical tensions in the Middle East.
Key Takeaways
- 1.US Non-Farm Payrolls surprised to the upside with 172K jobs created and significant upward revisions, signaling a strong labor market.
- 2.Market expectations for Fed rate hikes have sharpened, with a full 25bps hike priced for 2026 and another in 2027.
- 3.Geopolitical tensions following Iran's strikes on Israel have triggered a sell-off in global equity markets and a rebound in oil prices.
Table of Contents
- MARKET LINES
- Rates
- FX
- Equities
- Credit
- HIGHLIGHTS
- DAY AHEAD
- MARKET RECAP
- INDUSTRY NEWS
- Real Estate
- Infrastructure
- RESEARCH HIGHLIGHTS
- RESEARCH LATEST FORECASTS
- RESEARCH EVENTS
- MID-YEAR OUTLOOK 2026
- Replays
- FOLLOW US
- DISCLAIMERS
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Securities
iTraxx Europe Main 5YBrent Futures
Themes
Resilient US Labor MarketFed Policy RepricingGeopolitical Risk (Middle East)
Regions
EuropeAsia PacificUnited StatesIrelandFrance