There’s now a 100% chance the FED will cut rates in September.Expect Bitcoin and Altcoins to go parabolic! https://t.co/e4St9gOaqG ...

Treasuries moved lower after a reading of inflation at the production level came in stronger than expected, prompting traders to pare bets the Fed will cut interest rates in September https://t.co/Sqp8ihu1FN ...

Financial markets are pricing in a 100% chance the Federal Reserve is about to cut interest rates when its policy committee next meets in September, but in recent speeches, several policymakers didn't seem so sure. https://t.co/5qxTLxRJsn ...

Inflation is under 2% and interest rates are too high. ...

Turkey’s central bank will announce its year-end inflation forecast on Thursday, with the magnitude of any upward revision set to shape expectations for the course of interest rates https://t.co/SXnZBbch71 ...

Summary of Key Points from the Conference Call Industry Overview - The discussion primarily revolves around the **U.S. economy**, focusing on the implications of **tariffs** and **inflation** on market dynamics and Federal Reserve policy decisions. Core Insights and Arguments 1. **Market Reactions to FOMC Meeting**: The market's pricing for the September FOMC meeting fluctuated significantly, with initial expectations for a rate cut shifting after Chair Powell's comments, indicating ongoing uncertainty in economic conditions [2][5]. 2. **Nonfarm Payrolls Impact**: The July nonfarm payrolls report showed a downward revision of 258k for May and June, the largest revision outside of the Covid period, altering the market's narrative regarding the U.S. economy [2][5]. 3. **Inflation Trends**: The June CPI indicated the onset of tariff-driven inflation, with effective tariff rates rising from 8.7% in May to 8.9% in June, while announced rates exceed 15%. This discrepancy is attributed to supply chain dynamics and timing of tariff applications [3][4]. 4. **Inventory Management Effects**: Companies, particularly in the auto sector, are delaying price increases until new inventory arrives, which may further postpone inflation pass-through to consumers [4]. 5. **Fed's Balancing Act**: The Federal Reserve's decision in September will need to balance inflation pressures against employment data, with tariff uncertainties continuing to complicate the economic outlook [5][7]. 6. **Upcoming Economic Data**: The importance of forthcoming CPI and jobs data is emphasized, as they will be critical in shaping the Fed's decisions regarding interest rates [2][7]. Additional Important Insights 1. **Sector-Specific Inflation**: The analysis indicates that about 80% of the surge in "front loading" inventory in Q1 was concentrated in just seven product categories, suggesting that inflationary pressures may not be as widespread as initially thought [4]. 2. **Consumer Sentiment**: The University of Michigan's survey showed long-run inflation expectations declining to 3.4% in July, with consumer sentiment rebounding but still below last year's levels [22]. 3. **Global Economic Indicators**: Other global economic indicators, such as China's broad credit growth and Japan's GDP forecasts, are also mentioned, reflecting a broader context of economic performance [9][19][20]. This summary encapsulates the critical points discussed in the conference call, highlighting the interplay between tariffs, inflation, and Federal Reserve policy in the current economic landscape.

U.S. equities edged higher at midday, with the S&P 500 and Nasdaq adding to their record closes, on optimism the Federal Reserve will lower interest rates next month. https://t.co/RoX2DOHFM9 ...

Economic Performance - Russia's economy experienced growth last quarter, avoiding a recession [1] Market Dynamics - The growth occurred despite pressure from very high interest rates [1]

RT 🚨BSC Gems Alert🚨 (@BSCGemsAlert)BREAKING🇺🇸 FED WILL CUT RATES IN SEPTEMBERODDS ARE NOW 99.8% 🔥 https://t.co/Ogcwl5bL2m ...

Meanwhile, mortgage rates are on the move. Diana Ol has the details there. Diana.>> Well, John, rates continue to fall. The average on the 30-year fix dropped a little more today to 6.53%. That's the lowest since October.It had been holding in a very narrow range over the past several months, but appears to be pushing lower for now. Anyway, that is driving refinance demand. Those applications jumped 23% last week compared with the previous week.According to the Mortgage Bankers Association, that's the stron ...