🚨 MACRO UPDATE | FED POLICY SIGNAL 🇺🇸
Markets are adjusting fast after today's US jobless claims came in better than expected, which is reinforcing the strong labor market story.
Current pricing now shows roughly a 95% probability that the Fed will hold rates steady at the January 28 FOMC meeting—no cut.
This is important. A pause would confirm that the easing cycle is likely to be more gradual and very data-dependent going forward. That setup can create short-term choppiness, while still supporting assets that are riding liquidity flows and showing relative strength.
A few markets already starting to reflect this macro shift 👀
RIVER
Alpha
63.41
+16.77%
GUN
0.03255
-4.06%
SENT
0.02833
+3.84%