Inflation Fears
#ConsumerConfidence is softening with #Inflation fears bubbling up again. It’s not panic mode yet, but the underlying mood feels a little more fragile than the headline number suggests.
AI Bubble Popping?
Is the #AI bubble popping? Nvidia’s earnings is the next test…
Powell Blinked
Powell blinks, but #RateCuts aren’t a done deal yet.
Rate Cut Chaos
Markets have been drifting lower as September #RateCuts optimism cools off. The odds for #RateCuts are still high, but definitely pulling back.
Tariffs Inflation
July’s producer inflation just came in way hotter than expected. Core PPI rose 2.8% Y/Y and 0.6% M/M－that’s double what markets were looking for.
Inflation and Rate Cuts
#Inflation is heating up again, but still unlikely to derail September #RateCuts.
More Tariffs?
Could the new #Tariffs make electronics more expensive?
July In-Review
Stocks hit new all-time highs in July… but is the rally finally running out of gas?
AI Still Booming
Investors are showing signs of caution with markets sitting at all-time highs, but AI momentum is still going strong.
Rate Cut Hopes Fade 😞
Markets were hoping the Fed would be warming up to rate cuts for September. But after July’s meeting, odds are now fading. Powell made it clear that the job market is still strong while inflation isn’t there yet and tariffs aren’t helping.