The revised job report changed everything!!
Yields were rising due to elevated inflation and a seemingly strong labor market.
The bond market expected the Fed funds rate to stay unchanged or rise, as inflation showed no signs of cooling.
However, the revised jobs report, indicating significant job losses, shifted expectations toward a likely Fed rate cut. The stock and crypto markets, spooked by a weakening economy and tariff uncertainty, saw money rotate into bonds and gold as investors sought safety.
#Treasury # Stocks

A rate cut now seems imminent after the revelation of the job data blunder.
There are two possible routes:
1. Powell announces an emergency rate cut
2. Powell resigns or is removed, and a new Fed Chair implements the cut immediately

The Fed cannot do much at this stage.
If it reduces rates, inflation will rise.
If it keeps rates unchanged, the labor market will weaken.
👉 The solution lies with the government:
1. Reduce spending (which they failed to do in the latest budget)
2. Increase productivity (they’re attempting this with the help of AI)
3. Roll back tariffs or make sure suppliers don't increase price.
#Economy

NVDA (Nvidia) has hit a resistance level after amazing swing.
#NVDA# #Stocks#

The recent dip is an opportunity.

NEWT is indicating reversal.
$NEWT #NEWT