US inflation holding at 2.7% means the market isn't in full panic mode but also isn't in that crazy zero-rate euphoria anymore ! it's a perfect window for clear narratives and high-conviction bets. In this kind of macro, early positioning in strong meme + infra plays can
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US inflation holding at 2.7% means the market isn't in full panic mode but also isn't in that crazy zero-rate euphoria anymore ! it's a perfect window for clear narratives and high-conviction bets. In this kind of macro, early positioning in strong meme + infra plays can