Predicted a colder (lower than forecast/previous month) CPI print on January 11, 2024, leading to a market "berserk mode" with much higher prices quickly, and a 70-80% probability of rate cuts by March 2024.
"if this thing comes in cold and I would interpret this as a green light for the blowoff top the Melt up and for Bitcoin to do Bitcoin things if that comes in lower today I'll expect this to Ric to 99% I'll expect March's rates to price... 70 to 80% probability that we see Cuts as early as March... I'll expect a colder CPI print coming today... I think we're going to go into berserk mode and we should be looking at much higher prices much much much quicker than most people are ready for"