Community Memberbrich2day
Community Member
Steve posted an update 3 hours ago
📊 CPI, Jobless Claims, and the Fed: A Balancing Act
The economic data released this morning sends a mixed but critical message to the Federal Reserve just days before its September meeting.
- CPI (Aug): +0.4% month-over-month, doubling July’s pace. Annual inflation now sits at 2.9%, the highest since January.
- Core CPI: +0.3% MoM, +3.1% YoY — right…
Steve posted an update in the group
4 hours ago
OP Lite 4 hours agoSteve posted an update 17 hours ago
🧩 Hypothesis
Bessent’s proposal suggests that America’s $29 trillion debt burden could be eased if stablecoin issuers were legally required to hold U.S. Treasuries as collateral. This would create a new, guaranteed base of demand for government debt, potentially replacing some of the foreign government buyers who have reduced their Treasury…
Steve posted an update 22 hours ago
⚡ OP Wire – Market Recap & Fed Watch📈 Market Action
- S&P 500 +0.4% and Nasdaq +0.3% closed at fresh all-time highs.
- The Dow -0.4%, dragged by weakness in Apple.
- Oracle exploded +35%, its biggest rally since the early ’90s, after delivering massive revenue guidance on AI and cloud demand.
🏦 Fed & Inflation
- Producer Price Index (PPI) came in at -0.1%…
🍏 Apple Event Consensus & Stock Outlook1. Muted Market Response – Classic “Sell the News”
Apple’s highly anticipated event produced incremental product upgrades rather than revolutionary changes. As a result, the stock slipped slightly after the event—consistent with the historical pattern of “buy the rumor, sell the news.” Even when the…
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