Market 09/05: August Payrolls Red Alert

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Key highlights

• August jobs report red alert, continued recession

• Unemployment rate increases as forecasted

• Market reacts strongly, possible 50bps cut in September?

• Saudi wants OPEC+ to increase production

• Trade update

• Lululemon: Both demand and spending decline

• Broadcom: XPU taking market share from Nvidia

• Market: Money rotating out of tech