News Summary

• Healthcare's 901,000-job hiring surge is powering UNH up 26% and HUM up 42% YTD as aging-population demand drives insurer profits.
• Polymarket prices an 80% chance of zero 2026 rate cuts, an environment where JPM's record revenue and O's 5% yield both thrive.
• If inflation reaccelerates, the conversation shifts from “no cuts” to “possible hikes,” and the math on every dividend stock changes overnight.