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PLAYBOOK VIEW — FADING THE HAWKISH CONSENSUS (MARKET ANALYSIS WEBINAR FROM AUGUST 2ND PRIVATE CHANNEL) Curveball Continuation: Disinflation confirmed (CPI 3.5%, core 2.6%, core PCE 3.3% and easing), NFP +57K with negative revisions, GDP miss at 1.5%, oil collapsing sub-80 on TACO/peace talks + OPEC+ supply. Thesis: Hike pricing... show more

Capital Hungry

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47,750 views • 1 month ago •via X (Twitter)

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Markets still price an 88% chance of a Fed cut Sept 17. Inflation was as expected (PCE 2.6%, core 2.9%), but today’s PPI came in far below forecasts (headline 2.6% vs 3.3%). Combine that with weak jobs data, and the Fed has every reason to ease. Rate cuts are coming. Why sell before the Fed hands you a rate cut?

Markets still price an 88% chance of a Fed cut Sept 17. Inflation was as expected (PCE 2.6%, core 2.9%), but today’s PPI came in far below forecasts (headline 2.6% vs 3.3%). Combine that with weak jobs data, and the Fed has every reason to ease. Rate cuts are coming. Why sell before the Fed hands you a rate cut?

VirtualBacon

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The UAE has announced it will leave #OPEC and OPEC+ effective May 1, marking a notable shift in its long term energy strategy. Amena Bakr , Head of Middle East Energy and OPEC+ at Kpler, provides analysis on the drivers behind the decision and its broader implications for #oil markets. Stay ahead of the market with #Kpler Insight:

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🚨KABOOOOOOOOOM: Michele Schneider, Chief Market Strategist at Shares Insights on Bitcoin (BTC-USD) and XRP (XRP-USD) – Watch the Video for Her Analysis.

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Fox Business on June CPI: "Month-over-month, we came down 0.4%, so negative read... we were looking for 0.1% to the downside." "Core year-over-year—all of this better than expected—2.6% is the core number. We were looking for 2.8%. That is also a nice decline from last month."

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Bitcoin Core Is Actively Sabotaging Bitcoin! ⇒ BIP-110 ⇒ Core Vs. Knots ⇒ What Will Happen in August Softfork Mechanic #BIP-110 on the Civil War in BTC

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Walsh's punchy rhetoric on price stability is aimed at avoiding a rate hike, not delivering one. Hawkish talk in the first meetings tightens financial conditions on its own, gets through the energy hump, and restores credibility without pulling the trigger. Avoiding a hike is the priority.

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Talking at Davos WEF, President Trump said core inflation is 1.6%. And indeed, according to our data, year-over-year core inflation was 1.6% yesterday, now even lower at 1.51%, while our headline CPI inflation is at 1.42% today. The official BLS data core CPI inflation is 2.6% for December and 2.7% for headline inflation. Is Donald J. Trump using the Truflation data?

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CORE TRAINING - Some movements from our mid week movement core session where the goal is to rotate slow, rotate fast, rotate with a heavy load, move the feet for some rhythm with the rotations, set the pillar position and then load it further.

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49,278 views • 4 months ago

1/3 In this short (as explained in the podcast below and in this thread), the bond market is troubled by "persistent" inflation above 2% and core PCE above 3% that are not being addressed.

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Bridging BTC → Core with is seamless. 🌸 • Connect BTC + EVM wallets • Send BTC directly • Receive WBTC on Core in seconds Works the other way too (WBTC → BTC). Full walkthrough 👇

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The Federal Reserve now has a window to hold — and even cut — rates. With disinflation showing up in core CPI, keeping policy closer to a neutral level could further support real job creation, and in this interview I explain why. My conversation with the great Charles Payne at Making Money.

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Merlijn The Trader

111,449 views • 3 months ago

JUST IN: Inflation remains right on track — with core inflation beating expectations for another month. Since President Trump took office, core inflation has come in below or at economists’ expectations every single month.

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Rapid Response 47

118,414 views • 1 year ago

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Wimar.X

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CPI DATA BY 6PM🔥🔥🔥 If rate comes abv 3.3+++ ~ GOLD COLLAPSE AND MARKETS🚀🚀🚀🚀🚀 #CPI #STOCKMARKET #INFLATION

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