🚨 24 HOURS. TWO EVENTS. ONE MARKET RESET. 🚨

Friday, Jan 9, 2026 could be a real inflection point.

Markets are entering a narrow window where sentiment can flip fast — stocks, bonds, and the dollar all at risk.

What’s driving the tape 👇

⏰ 1) U.S. Jobs Data — 8:30 AM ET

December Non-Farm Payrolls hit first.

Expectations are already low (~70K jobs), which makes any surprise explosive.

• Miss → Growth fears return, rate-cut bets surge

• Beat → Fed stays restrictive, risk assets feel pressure

This print alone can set the day’s direction in minutes.

⚖️ 2) Supreme Court Tariff Verdict

The headline risk markets can’t fully price.

The ruling on emergency tariff powers has direct inflation and policy impact.

• Tariffs stay → Inflation pressure lingers, USD stays firm

• Tariffs removed → Equities bounce, fast repricing across rates

Macro expectations hinge on this decision.

📉 Market Setup

With the S&P 500 near 6,920, price action is tightly compressed.

Compression usually ends one way:

Expansion — either higher… or violently lower.

⚠️ Volatility window opening

⚠️ Positioning > conviction

Are you defensive — or leaning into the move?

$POL | $ZEC | $BIFI

#USNonFarmPayrolls #Tariffs #Macro #Volatility #Markets