US Jobs report came in STRONG.
That changes the tone.
If the labor market stays hot, the Fed has zero pressure to cut rates in March.
And that likely means:
1. 📈 Higher-for-longer narrative stays alive
2. 💵 Dollar remains firm
3. 📉 Risk assets face short-term pressure
4. 🏦 Liquidity expectations get pushed further out
Markets were hoping for easing.
Instead, they got resilience.
Strong jobs = strong economy
But also = less urgency for rate cuts.
So what now?
Volatility increases.
Rate cut bets get repriced.
Positioning shifts fast.
Crypto and equities might react emotionally first — but this is macro mechanics playing out.
No March cuts?
Then liquidity stays tight a little longer.
Stay sharp. The next moves will be fast. 🔥

