No, Wall Street doesn’t hate good economic news. It fears the strong jobs report overstates current momentum and will prompt bond yields and Fed to get tighter than the economy ultimately can handle.

New column, on a 2025 tape that’s tougher to please, easier to rattle.
https://www.cnbc.com/2025/01/11/behind-the-stock-sell-off-and-whether-the-bull-market-is-at-risk.html

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