🚨 THE AMERICAN GOVERNMENT HAS OFFICIALLY SHUT DOWN 🚨
⚠️ The markets are about to lose their EYES.
If you hold stocks, cryptocurrencies, or commodities — read this carefully 👀
🌑 The Data Blackout Begins
With the shutdown in place, we are heading towards what could be the biggest data blackout in modern market history:
📉 No data on inflation
📉 No jobless claims
📉 No GDP / PCE numbers
📉 No CFTC positioning reports
📉 No updated balances
👉 Translation:
The Fed, the funds, and the investors are flying BLIND.
📊 What History Tells Us
When markets lose visibility of data, two patterns generally emerge:
1️⃣ Real assets INCREASE
🟡 Gold
⚪ Silver
🟠 Copper
→ uncertainty fuels demand for safe havens 📈
2️⃣ Risky assets become chaotic
📉 Stocks become volatile
📉 Sentiment swings violently
→ no data = no conviction
⚠️ Warning from the Past
The last time funding stress rose rapidly?
🧨 March 2020
📊 The SOFR vs IORB spread exploded — a clear signal of system stress before a broader panic followed.
👀 Keep this spread in mind.
🔥 Conclusion
🚫 No data
🚫 No guidelines
🚫 No safeguards
Markets do not like uncertainty — and this has just injected A LOT of uncertainty.
🧠 Stay alert
🛑 Manage risk
⚡ Expect sudden and violent moves
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