InflationWatch
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The Market’s Rate-Cut Delusion Just Got Exposed
Wall Street had a reality check today — and it didn’t like what it saw. The market is down because the “rate cuts are coming” fantasy just got punched in the face by reality. A stronger-than-expected January jobs report (+130,000 payrolls, unemployment ticking down to 4.3%) reminded everyone that the economy isn’t slowing fast enough…
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The Fed’s Pause Is a Litmus Test — Stop Trading Like Cuts Are Guaranteed
The Fed just hit pause — and traders are already picking sides. At its late-January meeting, the Federal Reserve held rates at 3.50%–3.75% after three cuts in late 2025. Officials are signaling two more cuts later this year, but Dallas Fed President Lorie Logan threw cold water on any “cut now” enthusiasm, warning against moving…
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Silver Stocks Are the Loudest Bet When Rates Finally Blink
Silver doesn’t get invited to the macro party until it’s already loud. And then it steals the show. That’s where we are now. Rate cuts are creeping back into the conversation, inflation expectations refuse to die quietly, and silver is doing what it always does in this setup: moving late, fast, and with way more…
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