BACH
@CyclesWithBach
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Cycle Forecaster 🔄 | Chartist 📈 | Macroeconomic observer 📊 - Analyzing economic cycles and trends - NOT FINANCIAL ADVICE, ALWAYS CONDUCT YOUR OWN RESEARCH!
DATA MODELS
Joined February 2017
🇺🇸 Michigan 1-Year Inflation Expectations (Dec), 4.2% Vs. 4.1% Est. (prev. 4.1%) 🇺🇸 Michigan Consumer Sentiment (Dec), 52.9 Vs. 53.5 Est. (prev. 5.3) $MACRO
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From Dec 8 to Dec 21, Save Up to 50% on Roborock Vacuums Built for Effortless Cleaning.
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Macro Releases: Friday, Dec 19 🗓 Time: 8.30 am ET.🕛 🇺🇸 PCE Price index (Oct) 🇺🇸 Core PCE Price index Time: 10.00 am ET.🕛 🇺🇸 Michigan Inflation Expectations 🇺🇸 Michigan Consumer Sentiment $MACRO
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🚨BREAKING: US INFLATION DATA RELEASED! Wow👀 YoY Growth: 🇺🇸 CPI (Nov), 2.7% Vs. 3.1% Est. (prev. 3.0%) 🇺🇸 Core CPI, 2.6% Vs. 3.0% Est. (prev. 3.0%) MoM Growth: 🇺🇸 CPI (Nov), 0.2% Vs. 0.3% Est. (prev. 0.3%) 🇺🇸 Core CPI, 0.2% Vs. 0.3% Est. (prev. 0.2%) $MACRO
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Big refinancing walls force liquidity! $9T of US debt rolls in 2026. You don’t solve that with “higher for longer.” You solve it with QE and more rate cuts... $MACRO
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Watching data, not headlines. If nothing changed, the plan stays the same… Simple as that!
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A lot of people have been asking for an update on this chart, so I’ll just leave this here for anyone who needs to see it. This shows the average BTC trajectory following an oversold RSI reading, with RSI falling below 30 at t=0. So far, it’s been pretty bang on. Unless you
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Watching data, not headlines. If nothing changed, the plan stays the same… Simple as that!
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$TSLA breakout in progress.. This one didn’t surprise us! Holding long and strong ✅
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October’s -105k jobs headline looks scary at first glance, but context matters...✍ Nearly all of it came from government payrolls, tied to the shutdown and the deferred resignation program ending. This wasn’t a sudden collapse in private hiring!!!
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Unemployment rate rises to 4.6%, in part due to higher labor force participation. That's trending higher and above the Fed's median dot plot projection. Low wage growth also suggests weakness. Fed may have to go from slightly above neutral to accommodative.
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Job growth being stronger than expected shows the job market is still resilient. The slightly higher unemployment rate suggests some cooling, but nothing dramatic, just a continuation of the gradual slowdown we’ve been seeing for a while.✅
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🚨BREAKING: US JOB DATA RELEASED! 🇺🇸 Nonfarm Payrolls (Nov), 64K Vs. 50K Est. (prev. 119K) 🇺🇸 Unemployment Rate, 4.6% Vs. 4.5% Est. (prev. 4.4%) 🇺🇸 Hourly Earnings, 3.5% Vs. 3.6% Est. (prev. 3.8%) $MACRO
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Macro Releases: Tuesday, Dec 16 🗓 Time: 8.30 am ET.🕛 🇺🇸 Nonfarm Payrolls (Nov) 🇺🇸 Unemployment Rate (Nov) 🇺🇸 Hourly Earnings 🇺🇸 Retail Sales $MACRO
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Just noticed the TGA has dropped another circa $100bn so far in Dec The Reserve Management Purchases (RMP) stars up today Liquidity is easing 🌊
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$NVO holds its ground while $SPY drops ~1%. Defensive capital doing defensive things. Not everything in your portfolio needs beta...
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$ADBE Lower highs, yes, but still holding the long-term trend + cloud. RSI near prior cycle lows where buyers historically stepped in. Bigger picture still favors patience over panic.
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$BTC No funding premium. No crowded longs.. That’s NOT how a BTC bull cycle usually ends!
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