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Fed just dropped new macro data - and it’s truly horrifying.
Something bad is happening behind the scenes right now.
Most people have no idea what’s coming.
Here’s what you MUST understand to protect your investments in 2026:
The CPI numbers just dropped.
Headline CPI: 2.4% vs. 2.5% expected.
Core CPI: 2.5% vs. 2.5% expected.
Inflation is NOT heating up.
It’s cooling.
Headline CPI is now at its lowest level since April - right before tariffs hit.
Core CPI just printed its lowest level in nearly 5 years, back when the U.S. economy was literally shut down.
Read that again.
Despite nonstop warnings from the Fed, inflation is trending LOWER.
But here’s the part no one wants to talk about:
The economy is COLLAPSING.
→ The labor market is deteriorating.
→ Credit card delinquencies are climbing fast.
→ Corporate bankruptcies are back at 2008-style levels.
This is what a massive policy mistake looks like.
The Fed stayed dovish too long in 2020–2021 and ignited inflation.
Now they’ve stayed hawkish too long - and they’re crushing demand.
This time, the real danger isn’t inflation.
It’s deflation.
And deflation is far more destructive.
Tight policy + falling inflation + a weakening economy is a toxic mix.
Every day this continues, the damage compounds.
And the longer the Fed waits, the worse the fallout is going to be.
And here’s the trap.
If the Fed pivots now and starts printing again, it doesn’t save the system.
It breaks it.
Rate cuts + money printing at this stage won’t signal relief - they’ll signal panic.
Markets won’t hear “support.”
They’ll hear: something is seriously wrong and Fed is trying to print their way out.
Printing now means the Fed admits it stayed tight too long and detonated the economy.
Confidence snaps.
Risk reprices instantly.
There is NO clean exit anymore.
Every path leads to volatility.
Every delay makes the eventual move more violent.
This isn’t about if something breaks.
It’s about what breaks first.
I’ve spent over 10 years trading and publicly calling major tops and bottoms.
When I make my next move, I’ll share it here.
Follow and turn on notifications now or be someone else’s exit liquidity later.
A lot of people are going to wish they paid attention sooner.

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The Fed published a research note that nobody read.
I found something EXTREMELY BAD.
Life insurers now have MORE exposure to below investment grade debt than they had to subprime mortgage bonds in late 2007.
Read that again.
WORSE than 2007.
PRIVATE CREDIT: ~$3 TRILLION.
This isn't a small corner, it's a core pillar for pensions, insurers, and big money, and it's already cracking.
Default rate is ~5.8% and moving higher.
Only 7 of 46 publicly traded private credit funds trade at or above their stated value.
That one fact explains a lot, because if the books were clean, those funds wouldn't trade at a discount.
PIMCO's head of alternatives said it clearly: "Is the industry built for extended redemptions? My answer is no."
THIS IS NOT GOOD AT ALL.
And this isn't the only fault line, it's one of many, and they're all flashing at the same time.
Treasury basis trade: ~$1.4 TRILLION, about 2x what it was when the bond market froze in March 2020.
Hedge fund leverage just hit the highest level ever recorded.
Institutional cash just hit the lowest.
Margin debt just printed its 7th straight all time high.
Now connect the dots.
When leverage is this high and cash is this low, there's no buffer, so any shock spreads fast and forces selling.
And insiders are already acting like they know what's next.
CEOs and CFOs are selling stock at the fastest pace in the dataset's history.
Buy/sell ratio: 0.24, about 30% below the 10 year median.
Central banks are doing the same thing, just bigger.
They're buying gold at the fastest pace in history, and gold's share of reserves just passed Treasuries for the first time since 1996.
They're telling you what they think about the system they run.
Insiders are voting with their own money, institutions are voting with other people's money, and the gap between them has NEVER been wider.
One side is going to get destroyed.
I'm mapping the fault lines and the trigger path now, and I'll post the next part soon.
I've studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
Follow and turn notifications on.
I'll post the warning BEFORE it hits the headlines.
$XAG

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