Paul Lane and Marc Fandetti are not surprised to see private payrolls growing by less than expected. The 10-year Treasury yield continues to fall after latest jobs data shows further weakness. Traders are flocking to a Trump-fueled bet on higher US bond yields. The underground network sneaking Nvidia chips into China. Climate change is pushing up foor prices, and worrying Central Banks. Paramount and Skydance near mergel deal. FDA approves Eli Lilly Alzheimer's drug.