Two hot inflation prints in a row. Rates falling anyway.
Why? Because right now, nobody cares about CPI.
The entire market is laser-focused on AI. Anthropic's revenue miss? That moved markets more than any government data release.
This is what happens when narrative overwhelms fundamentals. The macro backdrop becomes background noise. Everyone's chasing the same story, pricing the same dream.
Just remember: when one trade dominates like this, the exits get crowded fast.
Why? Because right now, nobody cares about CPI.
The entire market is laser-focused on AI. Anthropic's revenue miss? That moved markets more than any government data release.
This is what happens when narrative overwhelms fundamentals. The macro backdrop becomes background noise. Everyone's chasing the same story, pricing the same dream.
Just remember: when one trade dominates like this, the exits get crowded fast.