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Cycles Don’t Lie
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Cycles Don’t Lie
@cyclesdontlie
📊 —————Cycle-Based Market Timing—————📊🥇———————BTC, S&P500, Gold———————🥇 🔁—————Trades fade |—| Cycles Don’t—————🔁
New York, USA Katılım Temmuz 2019
21 Takip Edilen171 Takipçiler

@truflation Shouldnt that mean that pce next week comes in cold?
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@truflation Low Jobless Claims?
👉 January seasonality.
2️⃣ Strong Manufacturing data?
👉 Who cares? It's <15% of GDP.
Real alpha is watching the 10Y Yields drop. 👀
Services PMI & Core PCE next week. That represents 85% of the real economy.
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US Initial Jobless Claims just came in stronger than expected.
For the week ending Jan 10: 198K, down 9K from the prior week, it beat consensus forecasts of ~215K.
This marks the 2nd-lowest reading in two years, signaling persistently low layoffs.
Meanwhile, continuing claims dropped 19K to 1.884M, in line with expectations and extending the downward trend since October (though still above 2022 averages).
All in all, the labor market remains resilient but not accelerating.
What does this mean for inflation and interest rate cuts?
Low firings support the soft-landing narrative, and subdued hiring keeps wage growth and its inflationary pressures in check.
It's a 'meh' signal for markets, as it might make the Federal Reserve more comfortable with its slow-and-steady approach and fewer cuts.
Department of Labor also revised the previous week's claims down by 1,000 from 208,000 to 207,000, and the 4-week moving average was 205,000, a decrease of 6,500 from the previous week's revised average.

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Low Jobless Claims?
👉 January seasonality.
2️⃣ Strong Manufacturing data?
👉 Who cares? It's <15% of GDP.
Real alpha is watching the 10Y Yields drop. 👀
Services PMI & Core PCE next week. That represents 85% of the real economy.
#ratecuts #fed #Powell @camelfinance
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@truflation @AVNTMoonBoi So you think noch cuts for Jan Meeting? The are way behind the curve
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He is a chair till end of May and still stays on the board after that. The US is struggling with massive interest on US debt that is high due to interest rates. Inflation is cooling faster than the official data suggests. All in all, there are many interest rate cuts that will not happen between now and May that the Trump administration would like to happen.
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🚨DOJ has served the Federal Reserve with grand jury subpoenas and is threatening a criminal indictment against Chair Jerome Powell.
Jerome Powell called it a part of a political pressure campaign over the interest rate policies:
"This new threat of criminal charges is a consequence of setting interest rates based on our best assessment of what will serve the public, rather than the preferences of the President."
This is perhaps the perfect time for the @federalreserve to start using independent, unbiased, and apolitical metrics to ensure that monetary policy truly follows a data-driven approach.
Truflation aggregates 35M+ prices at the point of purchase from 70+ data providers for daily, real-time inflation measurements (YoY CPI and PCE), and both our inflation metrics have been below or around 2% since the end of the year.
It might be all the more interesting following the government shutdown that left the U.S. Bureau of Labor Statistics (BLS) and the U.S. Bureau of Economic Analysis (BEA) with missing or incomplete data, which continue to draw criticism and distort insights into the current state of the U.S. economy.
Anthony Pompliano 🌪@APompliano
Fed Chairman Jerome Powell just issued a statement after news broke that a DOJ investigation has been opened against him. Powell says “I will continue to do the job the Senate confirmed me to do…to serve the American people.”
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@TradersMastery Hey jordan what do you think of this week turning the rate cut propabiltys Around? Cold CPI and high unemployment?
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Going live right now!
Rotation, Liquidity & the Next Phase of This Cycle - Bullish Breadth Expansion (Most Likely Right Now)
Rotation out of Mag 7 isn’t bearish is capital getting confident.
Passive flows will continue to push old guard.
youtube.com/live/MINo5EavL…

YouTube
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@BeltofOrion13 @SmugAndFree28 @camelfinance Are you looking for a cold cpi print (isnt the inflation data lagging behind true flation/reacts later?) or the Bad unemployment claims to really accelerate that bet?
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@SmugAndFree28 @camelfinance I think there was a steady inflow of activity on this trade just from camels mention....i may or may not have also taken it haha 👀
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@camelfinance @BeltofOrion13 @SmugAndFree28 Are you looking for a cold cpi print (isnt the inflation data lagging behind true flation/reacts later?) or the Bad unemployment claims to really accelerate that bet?
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@BeltofOrion13 @SmugAndFree28 I have seen lots of people say the same and many are already in profit by the looks of it.
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Hope you had a great Christmas and enjoyed the last few days!
With 2026 just around the corner, let’s do a quick sentiment check:
The 2026 #Bitcoin yearly candle will close…
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@mikealfred Alts fucked us, all Alts Are destend to die.
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@TradersMastery Men we only understand higher or lower 😂. So higher?
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I told you M2 was a useless top-lagging indicator and that Monetary Base: Total was the metric that actually mattered.
Now, with the Fed moving back toward balance sheet expansion, Monetary Base: Total is bottoming and gearing up for its next leg higher.

Jordan Lindsey@TradersMastery
Monetary Base: Total (BOGMBASE) is the best predicator of Bitcoin's price. Global M2 is a poor indicator that lags at the top. Let me show you so that you are not caught off guard by the latest narrative.
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@GoldnGuitars How do you Trade it? Options or Futures? Cant Trade the CashVIX
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@RivettaGiorgio I swear they Need to stop, then we can go
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If only I had 1 Litecoin for every time I saw this post 🤣
master@MASTERBTCLTC
Litecoin looks ready for vertical liftoff. $LTC
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@3orovik Fuck This realy is the end
All Accounts posting This is the Bottom
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@ChrisOnCrypto1 People thinking it can only Break to the upside
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