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Brian Jacobsen Breaks Down Labor Market Strength, Fed Outlook, and “Sell in May” Myths

9 min8 maj 2026

The labor market remains resilient, with strength expanding beyond services into manufacturing, according to Brian Jacobsen. He argues the data likely keeps the Fed on pause, while highlighting a growing inflation divide across income groups and why long‑term fundamentals—not “Sell in May” seasonality—will drive markets through recent volatility.


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