Shutdown & NFP Chaos | Powell vs Trump | Gold +30% YTD, Dollar -10%
TIC Talks por Ahmed Tahsin
Notas del episodio
🚨 October 4, 2025 — The world’s most powerful economy just went dark.
There was NO jobs report yesterday.
The government shutdown has suspended BLS data indefinitely.
Traders, investors, and even the Fed are now flying blind.
And yet, the Fed is still cutting rates:
• Into 2.9%+ Core PCE inflation (highest in 30 years)
• With a rapidly deteriorating U.S. labor market
• While deficit spending runs at $2T+ per year
• As jobs reports remain suspended
• With two more cuts expected in 2025 into stagflation
• While the Mag 7 pour $100B+ per quarter into AI CapEx
Gold is up 30.79% YTD. The dollar is down 9.97% YTD.
The system is broken. Own assets or be left behind.
📍 LIVE: Saturday, October 4 — 5 PM Dubai Time
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