Core Viewpoint - The acceleration of inflation in the U.S. is impacting consumer confidence, leading to a potential 25 basis point rate cut by the Federal Reserve in September, with a focus on non-farm employment and inflation data [1] Group 1 - U.S. inflation is rising, which is causing a decline in consumer confidence [1] - The Federal Reserve is likely to cut interest rates by 25 basis points in September [1] - The U.S. stock market is entering a performance gap in September, which may increase market volatility [1]