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NON FARM PAYROLL: +200K vs +180Ke Luke-warm take: In line / good payrolls numbers, great wage numbers (mitigated by drop in avg hours worked). Plays well into a >3 rate hike thesis for 2018 and rising inflation–if you believe the Philips Curve is real. Stocks of Interest AAPL – We are downgrading $AAPL from Outperform […]
