US inflation heated back up in June, with higher prices – including those from President Trump's tariffs – starting to pack a bigger punchhttps://t.co/xEYxCmRtye ...

Fed Rate Policy & Inflation - The Fed is likely to lower rates, considering the downward trend of inflation approaching the 2% target [1] - High real rates are restraining the economy, suggesting a need for rate cuts [2] - The impact of tariffs on inflation is considered minimal and temporary, unlikely to significantly alter the Fed's course [3][4] - A potential one-time price jump from tariffs is expected, with the US being a relatively closed economy where services constitute 70% of the consumer basket [4] - Even a 20% tariff increase is projected to raise prices by less than 1 percentage point [4] - Dollar decline since February is adding to inflation pressure, potentially more so than tariffs [10] Labor Market & Economic Impact - The Fed is cautious about weakness in the labor market translating to unemployment [6] - Maintaining the unemployment rate in the 4-45% range is a key objective for both the President and the Fed [7] - Weakness in the labor market will drive the Fed's rate decision more than inflation [8] - Long-term interest rates significantly affect the economy, influencing housing and investment decisions [8] - The US government's deficit and spending policies are crowding out the economy, potentially hurting it more than other factors [9]

South Africa’s central bank chief warns that a weaker dollar from US tariffs and China’s deflation are clouding the local inflation outlook ahead of this month’s rate decision https://t.co/XqoKg9n7UB ...

Inflation & Pricing - Coffee price reaches $9 per cup in NYC [1] - Indicates significant inflation impacting consumer goods [1] Market Trends - Highlights the impact of inflation on daily expenses [1]

Federal Reserve Bank of Cleveland President Beth Hammack said she wants to see inflation lowered further before she’d support a cut in interest rates. https://t.co/TnSy0gVDSd ...

Fed's Stance and Market Interpretation - The market views future tariff uncertainty and negative aspects differently than Fed officials and economists [2] - The market's perspective may have influenced some Fed members' views on the economy's stability and future outlook [2] - Fed officials are primarily focused on economic data, particularly the resilience of the job sector and inflation rates exceeding the Fed's target [3] - The Fed intends to maintain optionality, suggesting potential rate cuts later in the year or in 2026, contingent on data indicating a softening job cycle [4] Inflation and Tariffs - Inflation hasn't significantly changed in the past year and remains below the 2% target [6] - PIMCO anticipates CPI core inflation potentially rising to 35% by the end of the year [8] - Tariff implications are a factor influencing inflation, but the removal of deflationary impacts from earlier in the year also contributes to upward momentum [8] Investment Strategy - Investors should focus on attractive real yields in the front end of the yield curve, despite inflationary concerns [10] - The key question for investors is the outlook for the longer end of the yield curve [10]

OM uh director Russ Vote is calling out Fed Chair Jay Pal, writing in an expost that Pal has grossly mismanaged the Fed. uh Russ Folult uh joins us now and and we'll talk about the the more maybe uh wide ranging uh issues in in terms of uh you know monetary policy then then we can get into I said maybe you know if I could print money Russ you heard what I said I' I might make Versailles I mean I might I'd have servants I'd have uh I don't think I could overspend on my facilities but we we probably don't we ...

Monetary Policy - ECB (European Central Bank) 需要通胀出现显著下行才能考虑再次降低借贷成本 [1]

President Recep Tayyip Erdogan’s chief adviser Yigit Bulut, a supporter of the low-interest rates policies which helped drive Turkish inflation over 80% in recent years, has died https://t.co/ZQX1vPZkoP ...

Bitcoin Principles - Bitcoin is described as moral code, utilizing math for defense [1] - Bitcoin aims to protect against censorship, inflation, and confiscation [1]