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Author Jason Haley

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Treasury yields are 2-3 basis points higher across the curve to start the day.

Alphabet announced that it plans to borrow $25 billion via a 10-part bond issue to fund its AI buildout. The company has already issued $50 billion of bonds in the first half of 2026, and it will be another test of the market’s appetite for AI-related debt. Initial jobless claim fillings were 199,000 last week, less than expected and essentially unchanged from the prior week. The number of people continuing to file unemployment claims rose more than expected to 1.8 million, but that figure is still down 100,000 from the end of last year. The July jobs report will be released tomorrow morning, which is expected to show 80,000 jobs added to nonfarm payrolls.

Jason Haley
Chief Investment Officer

DateEventSurveyActualPriorRevised
8/6/2026Challenger Job Cuts YoY     —-46.10%-4.50%     —
8/6/2026Challenger Job Cuts Total     —3342945849     —
8/6/2026Nonfarm Productivity0.60%1.40%0.30%0.80%
8/6/2026Unit Labor Costs2.10%1.30%1.80%1.30%
8/6/2026Initial Jobless Claims205k199k197k198k
8/6/2026Initial Claims 4-Wk Moving Avg     —198.75k202.75k203.25k
8/6/2026Continuing Claims1789k1801k1782k1777k
8/6/2026Wholesale Inventories MoM0.30%     —0.30%     —
8/6/2026Wholesale Trade Sales MoM     —     —3.40%     —
8/7/2026Change in Nonfarm Payrolls80k     —57k     —
8/7/2026Two-Month Payroll Net Revision     —     —-74k     —
8/7/2026Change in Private Payrolls83k     —49k     —
8/7/2026Change in Manufact. Payrolls3k     —3k     —
8/7/2026Nonfarm Payrolls 3-Mo Avg Chg     —     —111k     —
8/7/2026Average Hourly Earnings MoM0.30%     —0.30%     —
8/7/2026Average Hourly Earnings YoY3.50%     —3.50%     —
8/7/2026Average Weekly Hours All Employees34.3     —34.3     —
8/7/2026Unemployment Rate4.20%     —4.20%     —
8/7/2026Labor Force Participation Rate61.60%     —61.50%     —
8/7/2026Underemployment Rate     —     —7.90%     —
8/7/2026NY Fed 1-Yr Inflation Expectations3.71%     —3.67%     —
8/7/2026Consumer Credit$11.600b     —-$0.182b     —
8/11/2026NFIB Small Business Optimism     —     —97.4     —
8/11/2026ADP Weekly Employment Change     —     —15.000k     —
8/11/2026Existing Home Sales4.06m     —4.09m     —
8/11/2026Existing Home Sales MoM-0.70%     —-2.40%     —
8/12/2026MBA Mortgage Applications     —     —-2.90%     —
8/12/2026CPI MoM0.20%     —-0.40%     —
8/12/2026Core CPI MoM0.20%     —0.00%     —
8/12/2026CPI YoY3.50%     —3.50%     —
8/12/2026Core CPI YoY2.50%     —2.60%     —
8/12/2026CPI Index NSA     —     —333.952     —
8/12/2026Core CPI Index SA     —     —336.065     —
8/12/2026Real Avg Hourly Earning YoY     —     —0.10%     —
8/12/2026Real Avg Weekly Earnings YoY     —     —0.30%     —
8/12/2026Federal Budget Balance     —     —-$291.1b     —
8/13/2026Initial Jobless Claims     —     —199k     —
8/13/2026Initial Claims 4-Wk Moving Avg     —     —198.75k     —
8/13/2026Continuing Claims     —     —1801k     —
8/13/2026PPI Final Demand MoM0.20%     —-0.30%     —
8/13/2026PPI Ex Food and Energy MoM0.30%     —0.20%     —
8/13/2026PPI Ex Food, Energy, Trade MoM0.30%     —0.10%     —
8/13/2026PPI Final Demand YoY     —     —5.50%     —
8/13/2026PPI Ex Food and Energy YoY     —     —4.70%     —
8/13/2026PPI Ex Food, Energy, Trade YoY     —     —5.10%     —

Jason Haley

Chief Investment Officer

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