Institutions going to be panic selling to lock in gains to justify their existence. Gov't reopening will bring all the bad data the admin didn't want reported (why else were they selectively releasing data (ex CPI (good because no pricing power left) but not PPI (costs soaring because affected by tariffs)). The yen carry trade makes rate cuts from 4% - 1.5% significantly less effective. Rate cuts also lag. Market didn't "rotate" into any sector, it just said fuck you and left. LMAO

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Do you honestly think the CPI is going to be legitimate?

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Natural gas up 28% in 3 weeks. CPI going to be fucked.

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No cpi data no data at all to cut rates

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gold first, then energy when things seem like they're going to start improving. would never buy TIPS because the yield is tied to cpi as far as i know, which obviously doesn't reflect the real decline in purchasing power.

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cpi numbers creatively cooked

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the surprise is that there's no more cpi at all

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How have the tarrifs not bumped up cpi numbers to over 5% yet? I can already see 10-15% increase in prices of furniture, home goods, home appliances, electronics, clothing, shoes, even on many grocery items since summer. I think we are one major upside cpi surprise away from triggering a 10% market correction and immediate pause on interest rate cuts.

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Unknown!? Bruh, the longer it's shutdown, the more harm our country endures. When it is opened, jobs and cpi are going to be horrible and we crater even more

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not touching shit until govt re-opens. theres way too much unknown about main st (jobs, CPI)

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