U.S. Economy Shows Grit, but Trade and Fed Uncertainty Keep Markets on Edge 👀
The U.S. economy flexed some muscle with stronger-than-expected job growth (177k vs. 133k) and a steady 4.2% unemployment rate, sparking a 10-session S&P 500 rally. But economists warn that new tariffs could still shake things up. With earnings season wrapping up, all eyes are on U.S.-China trade talks (Trump’s not chatting with China soon) and the Fed, which is likely to hold rates steady despite tariff-driven inflation risks. Meanwhile, Strategy’s doubling down on Bitcoin with an $84B capital raise, despite a big Q1 loss, and Bitcoin ETFs keep pulling in institutional cash.
The economy’s holding up better than expected, which is a win, but those tariffs are a wildcard that could mess with prices and growth. The Fed’s in a tough spot—sticking to its guns on rates makes sense with inflation lurking, but Trump’s pressure is real. Strategy’s Bitcoin bet is bold (maybe too bold?), but the ETF inflows show crypto’s not just a fad. Markets are in a wait-and-see mode, and honestly, it feels like we’re one headline away from either a breakout or a stumble.
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