Fed paused but rates didn't stop climbing. Why is the market split in two right now?
The disconnect is real. Fed hits pause, but yields keep grinding higher. Half the market is pricing in a soft landing, the other half is preparing for cracks.
This is where positioning matters more than headlines. Watch credit spreads and DXY—they're telling the real story while everyone debates the next 25bps.
If you're not hedged or liquid right now, you're gambling on narrative over data.
The disconnect is real. Fed hits pause, but yields keep grinding higher. Half the market is pricing in a soft landing, the other half is preparing for cracks.
This is where positioning matters more than headlines. Watch credit spreads and DXY—they're telling the real story while everyone debates the next 25bps.
If you're not hedged or liquid right now, you're gambling on narrative over data.