đš TRUMP: "U.S. INFLATION HAS BEEN DEFEATED"
Bold claims from the President đ
His statements:
â
Core inflation: 1.6%
â
Q4 growth: 5.4% projected
â
"Fastest economic turnaround in history"
â
Inflation defeated
Markets RIGHT NOW:
Reality check:
đ Gold: $ 4,705 ATH (inflation hedge pumping?)
đ Stocks: Down 1.5% (not celebrating?)
đ€ $ BTC: $ 96K (confused)
đ§ THE DISCONNECT:
If inflation is "defeated" at 1.6%:
- Why is gold making NEW ATHs?
- Why are Treasury yields rising?
- Why is Fed still cautious?
Something doesn't add up đ€
đĄ TWO POSSIBILITIES:
1ïžâŁ Trump is RIGHT:
â Inflation crushed
â Growth strong (5.4%)
â Perfect economy
â Risk-on incoming đ
2ïžâŁ Markets don't believe it:
â Gold at ATH = fear still here
â Stocks dumping = growth concerns
â Tariff threats = inflation coming back
đ FOR CRYPTO:
If TRUE (low inflation + high growth):
â
Perfect for risk assets
â
$BTC should pump
â
Liquidity stays easy
If FALSE (inflation coming back):
â ïž Fed forced to stay tight
â ïž Stocks + crypto struggle
â ïž Gold keeps winning
đŻ THE DATA:
Core PCE: 1.6% â
(this is real)
Q4 GDP: TBD (projection not reality)
Tariff impact: NOT YET PRICED IN â ïž
Tomorrow = PCE data release
Wednesday = GDP revision
We'll see if Trump's claims hold up đ
đŹ WHO DO YOU BELIEVE?
đą = Trump right, economy strong
đŽ = Markets right, trouble ahead
đĄ = Too early to tell
Comment below đ
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