Postingan
Katherine smil
Inflation cooled right into a Fed that’s still acting hawkish. And now the market is fighting with itself.
June PCE: headline -0.1% MoM, first drop since 2020. Core +0.1% MoM vs 0.2% expected. YoY headline fell from 4.1% to 3.7%. Core held at 3.3%. On paper, that’s clean disinflation.
Growth tells a different story:
Q2 GDP came in weak at 1.5% vs 2.1% expected.
But final sales to private buyers jumped 3.9% — strongest since early 2023.
Claims ticked up to 197k.
Drag was from gov spending and inventories, not the consumer.
The Fed held 3.5%–3.75% for the 6th meeting. 3 voters wanted a hike. Softer prices hurt the hawk case, but strong demand keeps it alive. Sept hike odds: 64%, up from 56%.
Here’s what most miss: stocks and crypto rallied on relief. $BTC back toward 65k. S&P +1.7%.
Bonds did the opposite. 30Y Treasury broke 5.2%, highest since 2007. Long money thinks inflation isn’t beaten yet.
Two markets, two stories. They can’t both be right.
One PCE print isn’t a trend. July data decides if this is real or just an oil blip.
When stocks say "cut" and bonds say "not yet" — who do you trust?
#SoftPCEStrongDemand @OKX Orbit
#DailyOrbit #AIStoryDiverges
Penafian: Konten OKX Orbit ini hanya disediakan untuk tujuan informasi. Selengkapnya
Balasan
Belum ada komentar. Jadilah yang pertama membalas!
Kripto Trending
BTC/USDTBitcoin
$77.148,7+0,00%
ETH/USDTEthereum
$2.258,29-0,01%
OKB/USDTOKB
$109,92-0,02%
Berita pasar hari ini
1#Pemilihan paruh waktu AS akan segera berlangsung, hasil mana yang patut diperhatikan?
Populer
2#CEO baru Apple menyambut laporan pertama iPhone18
3#Pratinjau Laporan Keuangan Palantir: Apakah Pertumbuhan Tinggi Bisa Mendukung Penilaian Tinggi
