U.S. Macro & Fed Expectations
Theme: Data uncertainty → Volatility
Prediction:
• With key U.S. labor data delayed, markets lack a clear signal on inflation & rate cuts.
• Traders will react more to Fed comments, bond yields, and earnings than to one data point.
Expected Impact
AssetLikely Reaction💵 DollarChoppy / sideways📉 StocksVolatile, sector rotation🪙 CryptoRange-bound with spikes🏆 GoldMildly bullish on uncertainty