According to “Inflation Nowcasting.” (Federal Reserve Bank of Cleveland), Aug CPI(mom) is 0.3 and CPI(yoy)is 2.8 which are all higher than July. And according to Federal Reserve Bank of Atlanta.Latest GDP estimate: 3.5 percent — August 29, 2025. Except August non-farm payroll is negative growth, there is no reason to cut rate on September when S&P is in all time high.
Lowering 150 points interest rate shortly creates dollar weakness and adds fuel to higher inflation. The US secretary of the treasury claim of taking care of main street rather than Wall Street is a scam.
Japan resists to raise interest because the government concerns the lower GDP growth and inflation of Japan and resists the pressure from US. The popularity of the Japan prime minister increases while the popularity of Trump decreases. Inflation is the problem, got it?
According to “Inflation Nowcasting.” (Federal Reserve Bank of Cleveland), Aug CPI(mom) is 0.3 and CPI(yoy)is 2.8 which are all higher than July. And according to Federal Reserve Bank of Atlanta.Latest GDP estimate: 3.5 percent — August 29, 2025. Except August non-farm payroll is negative growth, there is no reason to cut rate on September when S&P is in all time high.
Lowering 150 points interest rate shortly creates dollar weakness and adds fuel to higher inflation. The US secretary of the treasury claim of taking care of main street rather than Wall Street is a scam.
Japan resists to raise interest because the government concerns the lower GDP growth and inflation of Japan and resists the pressure from US. The popularity of the Japan prime minister increases while the popularity of Trump decreases. Inflation is the problem, got it?
Hahaha, we all know it is, but uncle Sam wants to tell us it is not, and the market is believing it right now, until later
看好9月份，如果市场情绪仍然谨慎，上涨是大概率。如果九月份降息尘埃落定，十月份很可能进入调整。