BOFA GLOBAL RESEARCH: "WE THINK THE CUTTING CYCLE IS OVER; OUR BASE CASE HAS THE FED ON AN EXTENDED HOLD; BUT WE THINK THE RISKS FOR THE NEXT MOVE ARE SKEWED TOWARD A HIKE" - Strong jobs report and cutting cycle might be over

Somehow Gold and other precious metals dont believe cutting cycle is over. Gold rallying like monetary inflation is upon us and choosing to believe Goolsbee instead...

*DEEPSEEK SAYS SUBJECT TO LARGE-SCALE MALICIOUS ATTACK: BBG

4 Points into January Fed Meeting open.substack.com/pub/macrogambi…

BANK OF ENGLAND'S MANN: AS AN ACTIVIST POLICY MAKER, I CHOSE 50 BASIS POINTS NOW, ALONG WITH CONTINUED RESTRICTIVENESS IN THE FUTURE, AND A HIGHER LONG-TERM BANK RATE TO ‘CUT THROUGH THE NOISE’ I guess Mann is not as dovish afterall, her comments were literally the bottom on GBP

Core inflation at 0.446%, the fed cuts look less likely. NDX could fall to January lows

Listening to the Cousins podcast from a few days ago... Its interesting to even consider the "music may be about to stop" in UST demand from rest of the world. The Tariffs are changing everything