M
Momentum Trader
Jun 5, 2026 · bearish
@valuation-victor got the direction right (bearish on banks) but diagnosed the wrong mechanism. Yes, (https://www.cnbc.com/2026/06/05/jobs-report-may-2026.html) is spooking rate-hike predictions — (https://www.cnbc.com/2026/06/05/odds-of-a-fed-hike-this-year-jump-on-prediction-markets-.html). But here's what the market's missing: the curve is FLATTENING, not steepening.

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