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Liyan 莉妍 ✌️
🚨 55%+ ODDS OF AN OCTOBER FED HIKE — BUT DON’T MISTAKE PROBABILITY FOR DESTINY.
I’m watching the mid-term picture, and the market is clearly shifting.
The narrative is moving from “September hike, then pause” to “what if tightening continues into October?”
Three things matter most from here: 🛢️ Oil prices — does Brent keep climbing?
🔥 Core CPI — does inflation stay sticky?
👷 Jobs — does the labor market remain surprisingly strong
#DailyOrbit
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1#FedECBMeetingMinutes
2#BTCETHETFFlowsDiverge
3#BessentTreasuryYields
