FRIDAY WAS SUPPOSED TO BRING CLARITY—INSTEAD, WE GOT SILENCE.
No jobs report. No inflation data. No signal from the Bureau of Labor Statistics—thanks to the government shutdown. And that’s no small thing—because the BLS is Wall Street’s lifeline.
When the data stops flowing, the markets start guessing. The Fed, traders, analysts—everyone’s flying blind. GDP looks strong, but labor data is weak, and consumer confidence is sinking fast. Private data from ADP and ISM is flashing red—two straight months of payroll declines and fading sentiment.
Markets are celebrating the bad news, hoping it means more rate cuts—but if the Fed doesn’t have data, they can’t move either. We’re in a data blackout, and that makes reading between the lines more critical than ever.
Today’s Truthbomb 💣
When the Fed’s blind, you’d better learn to see for yourself.
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