Because tenure yields, Rick Santelli, they are back above 4%. We've got a big Fed rate meeting and decision on Wednesday. Where will the focus of your big brain and your market be the next few days.Well, I think the market's going to answer that question for me. yesterday. Well, yesterday it was all about 263,000.A big jump in uh initial jobless claims and we saw yields plummet even though CPI was close to expectations. Anybody who thinks it wasn't warm didn't really look at the numbers. And today, I think ...

（原标题：2025年8月CPI、PPI数据点评——基数效应明显，CPI、PPI剪刀差收窄） 要点： ●需求不足问题仍需重视，未来价格表现或有改善 内容提要 2025年8月，CPI同比增长-0.4%，较前月下降0.4个百分点；环比增长0.0%，较前月下降0.4个百分点， 食品项的高基数效应使得本月CPI增速小幅下降。受供给充足影响，CPI增速继续低位前行，但本月存 在明显的高基数效应。"反内卷"效应逐渐显现，居民部分消费工业品供给过剩问题或有缓解，工业消费 品价格增速小幅上行，叠加食品项高基数效应的对冲，本月CPI同比增长-0.4%。 2025年8月，PPI同比下跌2.9%，降幅较前月收窄0.7个百分点；环比增长0.0%，较前月上涨0.2个百分 点。外部环境的不确定性、"反内卷"优化国内市场竞争秩序叠加低基数效应，PPI增速触底反弹。 正文 从环比看，非食品价格环比增长-0.1%，较前月下降0.6个百分点，主要受家用器具、交通工具用燃料、 旅游价格上涨带动。暑期旅游旺季推动旅游价格季节性上涨，受能源价格波动影响，本月交通工具用燃 ●基数效应，CPI增速小幅下降降 ●"反内卷"叠加基数效应，PPI增速触底反弹 料 ...

BULLISH: 🇺🇸 ANALYSTS PREDICT THAT FED POWELL WILL CUT RATES BY 50 BPS THIS MONTH, AS CPI CAME IN AT 2.9%. ...

🎯 Key Takeaways:🔹 Watch today's CPI print for rally continuation signals🔹 DOGE ETF institutional flows could drive price action🔹 Altseason at 67/75, memes positioned to lead if we cross 75🔹 Lock profits on leverage before sentiment shiftsStay informed, stay ahead:https://t.co/s3U1Rvjtoi6/6 ...

Core Insights - The report highlights the performance of the Hong Kong stock market, with the Hang Seng Index at 26,086 points, reflecting a year-to-date increase of 30.0% despite a daily decline of 0.4% [3] - The report discusses the impact of macroeconomic factors, including the recent interest rate adjustments by the People's Bank of China and ongoing trade tensions between China and the U.S., which are expected to influence market conditions in the short to medium term [10][11] - The report provides a detailed analysis of the performance of individual stocks within the Hang Seng Index, noting significant gains for companies like SMIC and China Hongqiao, while highlighting losses for companies such as Hansoh Pharmaceutical [4][25] Market Overview - The Hang Seng Index has seen a trading volume of HKD 3,252.1 billion, with a price-to-earnings (PE) ratio of 11.9 and a price-to-book (PB) ratio of 1.22 [5] - The report notes that the H-share index and technology index also experienced declines, with the H-share index at 9,260 points, down 0.7% for the day and up 27.0% year-to-date [3][11] - The report indicates that the A-share market has shown positive performance, with the Shanghai Composite Index rising to 3,875 points, an increase of 1.7% [13] Company Performance - Galaxy Entertainment reported a year-on-year revenue increase of 8.3% to HKD 23.25 billion, with adjusted EBITDA rising 14.2% to HKD 6.87 billion, and a net profit increase of 19.4% to HKD 5.24 billion [25][26] - The report details the revenue breakdown for Galaxy Entertainment, noting a 10.7% increase in gaming operations revenue, while hotel and shopping center revenues grew by 2.5% [25] - The company's total assets are approximately HKD 94.8 billion, with total liabilities decreasing by 18.9% to HKD 14.7 billion, indicating a strong balance sheet [26] New Stock Dynamics - The report outlines upcoming IPOs, including Health 160 and Jinfang Pharmaceutical-B, with expected market interest due to their moderate fundraising sizes and potential for high demand [30][31] - The report provides insights into the pricing and expected market performance of these new listings, suggesting a favorable environment for new stock offerings [31]

四川8月CPI同比下降0.9%机票价格回落明显 9月11日，国家统计局四川调查总队发布数据显示，8月四川居民消费价格指数（CPI）环比由上月上涨 0.4%转为下降0.1%；同比下降0.9%，降幅比上月扩大0.5个百分点。1到8月平均，CPI比去年同期下降 0.3%。 国家统计局四川调查总队消费价格调查处相关负责人表示，CPI环比下降主要受三方面因素影响：一是 暑期出行旺季逐步进入尾声，机票价格回落明显，8月四川机票价格环比下降11.9%；二是成品油价格 下调；三是部分服装季节性打折。CPI同比下降则主要受猪肉、鲜菜、汽油三大商品价格下降影响。 具体来看，8月，四川猪肉价格环比下降0.4%，同比下降20.1%。上述负责人分析，8月部分二次育肥猪 集中出栏，加之猪肉消费仍处淡季，导致猪肉价格环比再度走弱。同比由于去年同月猪肉价格同比上涨 19.1%，基数较高，影响今年同比降幅较大。 8月，鲜菜价格环比上涨3.4%，同比下降17.2%。上述负责人表示，8月鲜菜价格一度受到高温少雨天气 影响，但得益于国内大流通、大市场的持续发展，农产品批发市场通过强化货源组织，调配不同产区货 源，保障了供应，抑制了菜价涨幅。而今年华 ...

Group 1 - Major tech stocks showed mixed performance, with Apple rising over 1%, Oracle falling over 6%, and Netflix declining over 3% [1] - Media stocks strengthened, with Warner Bros. Discovery surging 28% and Paramount Global rising over 15%, amid reports of a potential acquisition bid for Warner Bros. Discovery by Paramount Global [1] - Stablecoin issuer Figure saw a 24% increase on its first day of trading following its IPO [1] Group 2 - Popular Chinese concept stocks mostly rose, with the Nasdaq Golden Dragon China Index increasing by 2.89%. Alibaba rose by 8%, NIO by over 6%, and Baidu and JD.com by over 3% [3] - The FTSE A50 futures index rose by 0.30%, closing at 15,233 points [5] Group 3 - The U.S. Consumer Price Index (CPI) for August rose by 2.9% year-on-year, matching market expectations, while the core CPI increased by 0.3% month-on-month [8] - The largest contributor to the CPI increase was housing costs, which rose by 0.4%, accounting for about one-third of the index's weight [8] - Initial jobless claims unexpectedly increased to 263,000, higher than the Dow Jones forecast of 235,000, indicating a potential shift in Federal Reserve policy [9] Group 4 - Analysts widely expect the Federal Reserve to lower interest rates by 25 basis points at the upcoming meeting, with some suggesting a possibility of a 50 basis point cut due to weak employment data [9][10] - The market has fully priced in a rate cut in September, with expectations for three cuts this year, up from two just weeks ago [9]

Is a Fed cut and more market exuberance all but guaranteed. Tim, well, we've priced in a lot of market exuberance and really even after the V-shaped recovery from liberation day. We've done uh you know, probably almost 10% on the S&P, almost 12% on the NASDAQ.And and and it's interesting, you know, you're talking about the Dow today. We, you know, we kind of sometimes make fun of the Dow as an index because we think it's it's the way it's calculated makes less sense to me. That's not what we're here to talk ...

Let's stay on the market here. Bring in our first guest who says CPI numbers are worrisome but not scary and that inflation continues to rise but it's not scorching hot. Joining us now is Wells Fargo Securities head of macro strategy Michael Schumacher.Michael, great to see you. Um, does today's data, whether it be claims or CTI, change your expectations at all. No.Look, September's baked in. I think that's pretty clear. To me, the much more interesting thing is what's the long-term prognosis for the Fed.An ...

This market continues to rally on the idea that rate cuts are coming. It's really just momentum. Let's put it this way.Before Powell spoke at Jackson Hole, there was already about a 10% likelihood of a 50 basis point cut. I do think that the chairman is is not likely to admit that the inflation fight's over. Also, if you read through that FOMC statement, it basically says that stable prices are the key to maximum sustainable employment.That initial jobless claim seems to have overshadowed a bit the CPI prin ...