🚨 #WARNING : A BIG STORM IS COMING!!

A #US #government shutdown is basically confirmed at 12:00 AM ET tomorrow.

Polymarket and Kalshi are pricing an 86% chance..

US government shutdown as funding expires at midnight Friday.

This is a data blackout.

Here’s what we could be facing:

– The Jobs Report (NFP): The Bureau of Labor Statistics (BLS) is part of the shutdown. If this drags on, the monthly Non-Farm Payrolls report gets delayed.

– Inflation Data (CPI/PPI): The data collectors for the Consumer Price Index stop working. This means we won't know if inflation is going up or down.

– GDP & PCE: The Bureau of Economic Analysis (BEA) typically halts operations, meaning no GDP updates and no PCE (the Fed’s favorite inflation gauge).

– CFTC Reports: The "Commitment of Traders" (CoT) report, which tells us how the big money is positioned, stops coming out.

– The #SEC halts mostly everything except emergency enforcement.

– IPO & M&A Stalled: New IPOs and merger reviews get put on hold. If you’re waiting for a deal approval, good luck.

– Historically, shutdowns shave about 0.1% to 0.2% off GDP growth for every week they last.

The longer this lasts, the more the "uncertainty discount" gets priced into stocks.

Anyway, I’ll keep you updated on what he does.

I’ve studied macro for 10 years and I called almost every major market top, including the October $BTC

BTCUSDT

Perp

77,249.5

-1.86%

ATH.

Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.