RATE CUT EXPECTATIONS SHIFTING
Markets are repricing fast.
There’s now a 75% probability that the Fed does NOT cut rates in January 2026.
What this tells us
• Inflation risks are still alive
• The Fed wants more “proof” before easing
• Higher-for-longer is back on the table
This is exactly how volatility is created.
Bad news gets priced in early… then positioning flips when expectations change.
Smart money is already adapting.
Retail will react late,as usual.
Stay sharp.