Markets Catch Up to the Narrative: Jobs Noise, AI ROI Reality, and the Liquidity Repricing
A full cross-asset breakdown of December 16, 2025: the “noisy” delayed jobs report, a Fed that has already started cutting but won’t sprint, oil breaking below $60, and an AI complex forced to prove returns. This is not a headline day. It’s a regime day.
Inflation, CPI & Real Rates (🔥📉)