I was wrong about the Fed. Here's what changed my mind. 🤔

Last week I was 100% sure the Fed would hold. Then the jobs report dropped — 162K vs 55K expected. That's not a small beat. That's the labor market telling the Fed: "we're not slowing down."

So now I'm sitting here asking myself one question: if the job market is this strong, why would the Fed cut?

They won't. And if CPI comes in hot on Friday, they might not just hold — they might hike.

Here's my honest position: I'm bullish on gold, still holding my XAU. Not because I'm scared, but because central banks keep buying (288.9 tonnes last quarter alone), and gold doesn't care who wins the hike-or-hold debate. Meanwhile, I'm cautious on stocks — a hot CPI print could wipe out this rally fast.

So I'm not predicting. I'm preparing. NFP told us the Fed has room. CPI will tell us if they use it.

What about you — are you positioned for a hike or a hold? Bullish or bearish? Share your trade with the widget and drop your take below 👇

#CPIWatch

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