Tomorrow could be an earth shattering day in the financial markets. I haven’t seen any commentary regarding the employment report coming out at 8:30 AM. Usually it gets discussed and what if’s are all over the place.

Try this on for size. After four years of fudging the numbers to make the economy look strong for the election last year, this is the first release coming out from the new administration.

What if they let the true numbers come out and we get a huge jump in the U/E rate, a large LOSS of jobs, and major downward revisions of past months? Stocks could tank substantially, bonds will rip with long rates dropping sharply, for at least a brief period.

Is this the time for a metals rugpull or would they rally and kick off the capital rotation? Should be an interesting day.