Friday's December jobs report can be good or bad, depending on how you look at it. Charles Schwab's Collin Martin considers the unemployment drop to 4.4% a "welcome development" to a stagnating jobs picture. However, it also pulls back possibilities of an interest rate cut sooner than later. As for the now delayed Supreme Court tariffs decision, Collin poses the question "where will the money come from?" if the Trump administration has to give back money it collected from tariffs.