CHG Issue #229: The Return of the Wrecking Ball Cedars Hill Group — June 8, 2026 -- Friday gave us the kind of market day that looks simple on the surface and gets more interesting the longer you sit with it. The jobs report was strong. Payrolls came in well above expectations, unemployment held steady, Treasury yields rose, the curve flattened, and the dollar rallied. On the surface, that is easy enough to explain: stronger labor market, less room for the Fed to ease, higher