The U.S. recorded 108,000 job cuts last month the worst January since the 2009 Great Recession.
Markets often look strongest right before the narrative changes.
Labor markets rarely break overnight. The cracks usually appear quietly before the economy openly acknowledges the pressure.
When layoffs start climbing at this pace, it raises an important question: are we heading toward higher unemployment, or is this just a temporary reset before the next expansion?
What makes this even more interesting is the contrast markets are still showing strength across macro and crypto, with $BTC holding firm despite growing economic uncertainty.
Moments like this remind me that uncertainty often creates opportunity. While many are trying to interpret the data, I prefer positioning early.
The market rarely sends clear invitations you either prepare ahead of the shift or react after it happens.
