Post

#PCEAndPayrollsWeek The market may care less about whether PCE or payrolls are “good” and more about whether they tell the same story 👀 Hot inflation + strong jobs keeps hikes alive. Cooler inflation + weaker hiring gives the Fed room to ease. What caught my attention is the messy middle: sticky inflation with weaker jobs. That would force the Fed to choose between price stability and labor risk, while BTC, gold, stocks and bonds all reprice the answer.