According to Milk Road, Polymarket data reveals that the prediction markets forecast three rate cuts by 2025. Volume-weighted bets are focusing on this outcome, indicating that this expectation is being incorporated into asset pricing across markets.

According to The Kobeissi Letter, long-term US inflation expectations have surged to 4.1%, the highest level since 1993. This increase typically influences market movements, but the impact was altered following recent GDPNow data. Traders should focus on how these inflation expectations and GDP data interplay could affect market volatility and asset pricing.