Finally a rate cut might come in December that was not priced in. Meaning a surprise in the market.
First rate cut for this cycle that was not priced in.
warsh is a hawk nominated by people who want rate cuts yesterday. that tension is the entire trade
confirmed jan 30. binance converting $1b SAFU to btc over 30 days starting today. cardone buying at 82k. sun accumulating
the timing isn't coincidence. big money positioning before the pivot becomes obvious
if he cuts aggressively first to appease trump, risk assets fly. if inflation ticks up and he slams brakes, we get the volatility everyone's been waiting for
either way the range is over