𝒊𝒏𝒍𝒖𝒄𝒌.

Ups and Downs, Bulls and Bears.

📈 Economics
🗺 Geopolitics

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

𝒂𝒏 𝒂𝒎𝒂𝒛𝒊𝒏𝒈 𝒆𝒓𝒂,... 🥺

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

People who celebrate Charlie Kirk's assassination are brainwashed. You don’t need to agree with everything, but analyze the pattern: someone above is trying to silence those who make you think for yourself and push narratives to enslave us all.

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

🇺🇸 U.S. PRESIDENT TRUMP RECIPROCAL TARIFFS TO TAKE ACTION AUGUST 1ST:

🇨🇦 Canada 35%
🇨🇭 Switzerland 39%
🇿🇦 South Africa 30%
🇹🇼 Taiwan 20%
🇻🇳 Vietnam 20%
🇰🇭 Cambodia 19%
🇹🇭 Thailand 19%
🇲🇾 Malaysia 19%
🇮🇩 Indonesia 19%
🇹🇷 Turkey 15%
🇻🇪 Venezuela 15%

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

🇺🇸🇨🇦 PRESIDENT TRUMP RAISES TARIFFS ON CANADA TO 35%

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

I think USA is going to have low inflation one year from now.

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

🇺🇸 PCE inflation, the Fed's preferred inflation measure, rises to 2.6%, above expectations of 2.5%.

Core PCE inflation rises to 2.8%, above expectations of 2.7%.

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

"FED TO CUT RATES"

POWELL:

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

🚨 TRUMP SAYS US AND EU HAVE REACHED A TARIFF DEAL 🇺🇸🇪🇺

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

💥 BREAKING

CHINA AND THE U.S. HAVE AGREED TO EXTEND THE TARIFF PAUSE BY ANOTHER 90 DAYS, DURING TALKS HELD IN SWEDEN!

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

@rovercrc Obviously he wont cut, and even September can be a no no due to inflation rise wich will occur in very high figures. 3% CPI

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

@QBaltus95945 Atleast USMXCA and EU should have free trade in beetween, but there is still room for a more reasonable trade deal with canada.

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

🇺🇸 Trump on tarriffs:

🇪🇺 "I would say that we have a 50-50 chance, maybe less than that, but a 50-50 chance of making a deal with the EU"

🇨🇦 "We haven't really had a lot of luck with Canada. I think Canada could be one where there's just a tariff, not really a negotiation"

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

🇺🇸 PCE inflation report releases in 4 days. Forecast predicts a 0.3% rise, which is really BAD. If above expectations, it could be disastrous for risk-on assets.

Reminder: Though CPI gets more attention and comes 10 days earlier, PCE is the Fed's preferred measure of inflation.

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

🚨 TRUMP'S PRIVATE TALK WITH FED'S POWELL JUST LEAKED!

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

🚨 JEROME POWELL WILL *NOT* RESIGN!!

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

@JamesWynnReal 🤦‍♂️🤦‍♂️ truflation and cpi aren't measured the same way

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

🇹🇭🇰🇭 Tensions between Thailand and Cambodia have escalated significantly, culminating in deadly armed clashes along their disputed border.

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

Trump next to Powell: "I’d love for him to lower interest rates!"

*slaps him on the back*

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

🇺🇸 TRUMP vs POWELL

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

🇺🇸 President Trump is currently meeting with Federal Reserve Chairman Jerome Powell at the Federal Reserve Building to discuss interest rates and monetary policy

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

🧵3/3
The Fed hesitated at 2.3% due to tariff uncertainty. If inflation rises 0.1% m/m until Oct, we can expect 3.1–3.3% in Sept & Oct 2025, 1% above the year’s low.

This is BAD. Theoretically, this shouldn’t be news, but… i dont think markets will be happy with this reports!

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

🧵1/3
We face a big issue with upcoming inflation data & rate cut expectations. Bear with me: the market is pricing in rate cuts for Sept. US CPI y/y is measured one year prior to the report. Looking back, there was a deceleration in inflation.

[𝒊𝒏𝒍𝒖𝒄𝒌. @inluck_]

🧵2/3
In Sept & Oct 2024, inflation slowed significantly, so this year’s CPI will likely be higher than last month’s. With CPI on Sept 10 & FOMC on Sept 16, if inflation hits 3–3.2% (plausible, especially with tariff impacts), how does the Fed have room to cut rates?