#PCEMarketWatch

**Concise Market Update:**

Today's market pullback (Bitcoin, stocks, gold) stems from:

• Higher-than-expected US inflation (3.4%)

• Delayed Fed rate cuts

• Disappointing corporate earnings

**Key outlook:**

- The dip appears "healthy" if Friday’s US jobs report (NFP) surprises positively.

- Monitor ECB and BoJ policy decisions this week.

**Actionable insight:**

Use dips to rebalance portfolios toward defensive sectors (e.g., gold/utilities), but await recovery signals first.

Share your view: Temporary correction or bearish shift?