Retail sales flat. Jobs revised down by 403,000. Inflation falls to 2.4%.
This week delivered the clearest “bad news is good news” signal we’ve seen all year. The economy is slowing — but not collapsing. Inflation is cooling. And the Fed now has a path to cut rates.

We break down:
The retail sales thud
The massive labor revision no one is talking about
Why CPI at 2.4% changes everything
Micron’s AI memory breakthrough
Software “Armageddon” and the AI infrastructure trade
Why Bitcoin is now the ultimate risk-on proxy

Goldilocks may be back — but markets are officially addicted to rate cuts.
Smash subscribe and stay ahead of the narrative.

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