The January jobs report was issued and reported almost triple the number of new jobs to the U.S. labor market than anticipated by Dow Jones estimates. The was obvious cause for celebration here as it points to a more robust economic condition than many have been discussing, but it also introduces great risk for investors.

What is not highlighted in any government reporting is the source of continued discrepancy between these data points and the underlying drivers of activity. This week, we dive into that and more.

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