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TBNG_OKX
#PCEAndPayrollsWeek The biggest risk this week may be that both reports look strong 👀
If PCE stays sticky while payrolls remain resilient, the Fed gets little reason to stop tightening. That could keep Treasury yields elevated and make cash and bonds tougher competition for BTC, gold and stocks.
What caught my attention is the opportunity cost. Risk assets don't just need good fundamentals now. They need to outperform increasingly attractive yields too.
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