Victor Desmond Mandel

[TLUNAC Membership @tlunac_members]

🚀 TLUNAC MEMBERSHIP — TRADING EDUCATION

We’re developing Trading Education section inside a Discord Membership. 📈

The goal is simple: build a place where members can learn to identify high-probability setups, understand market structure, use HTF support & resistance, and manage risk properly.

From chart patterns and breakouts to pullbacks, trendline retests, accumulation ranges and key levels — we’re building the educational side step by step.

📚 Education is coming to TLUNAC Membership.

More content, guides and setups will be added.

Learn. Analyse. Trade with a plan.
⚔️ Membership launching soon.

#TLUNAC #Trading #CryptoTrading #TradingEducation #Discord

[TLUNAC Pulse @tlunacpulse]

🎧 HEDONIC TREADMILL - Tlunac Survivors

We keep chasing tomorrow
But tomorrow keeps changing its address

Rest. Save it. And breathe life in

🎵 Listen on Spotify
🔗 https://t.co/3Pr5ojlEqE
📲 Scan the code

🔗 Or choose your platform below
https://t.co/tBbxRQRf6S

#TLUNACSurvivors #HedonicTreadmill #ElectroRock #AlternativeRock

[TLUNAC Pulse @tlunacpulse]

You’re not moving forward
You’re just getting better at running in place
A new $TLUNAC Survivors track releasing on the 22nd

HEDONIC TREADMILL
A dystopian journey through the endless cycle of wanting more

Pre-save it — so you don’t miss your next lap🏃‍♀️

https://t.co/tBbxRQRf6S

#TLUNACSurvivors #HedonicTreadmill #AlternativeRock #ProgressiveRock #Cyberpunk

[TLUNAC Membership @tlunac_members]

🔻 US CPI Comes In Softer Than Expected

Inflation cooled across the board in June:

▫️ Headline CPI: 3.5% YoY vs 3.8% expected
▫️ Core CPI: 2.6% YoY vs 2.8% expected

Market reaction:
⬆️ Gold
⬇️ US dollar
⬆️ US equities

The softer print supports a more dovish Fed outlook and could reduce pressure on Treasury yields and the dollar.

However, the data is backward-looking and does not yet fully reflect the recent rebound in oil prices or renewed tensions in the Middle East.

#CPI #Inflation #FederalReserve #Gold #TLUNAC_Membership

[TLUNAC Membership @tlunac_members]

AI remains the main pillar of this market.

The market is not collapsing. It is simply taking a breath after a very strong run.

Some profit-taking in tech, semiconductors and AI-related stocks is completely normal after months of gains. But the main reason behind the rally is still there.

AI is no longer just a story built on expectations.

Companies are now showing real demand, real revenues, rising capex and stronger margins.

Micron was a good example.

Its results and guidance confirmed that demand from data centres, cloud infrastructure and AI-related memory remains extremely strong.

The most important point was the margin expansion.

When margins improve that quickly, it usually tells us three things: demand is strong, supply remains tight and companies still have pricing power.

This is why AI continues to support the market.

However, the overall balance remains fragile.

Inflation is still not under control, interest rates still matter, consumers remain under pressure and the Fed has limited room to intervene.

At the same time, the market is becoming increasingly dependent on AI continuing to deliver strong results.

So this is not panic.

It is simply a repricing within a fragile market balance.

As long as the AI story remains strong, the market should continue to find support.

The real question is how long this balance can last.

#PCE #Inflation #FederalReserve #AI #Markets #TLUNAC_membership

[TLUNAC Pulse @tlunacpulse]

https://t.co/RLmlYSkLjL

[TLUNAC Membership @tlunac_members]

Rates: the Fed is not done yet

After a warm PCE print, the market has to answer one question:

Can the Fed really turn dovish?

Lower oil helps, and rate-hike fears have cooled from the recent peak.

But another hike is still on the table.

The market has shifted from pricing a likely September hike to looking more toward October. That is less panic, but it is not a return to easy cuts.

Short-term yields moved higher, with the 6-month Treasury bill rising from around 3.8% to 3.9%.

Further out, the curve was less aggressive, and the 30-year yield even moved lower.

That tells us something important:

The market sees a Fed that may need to stay restrictive in the short term, while tighter policy could cool growth later.

This is not just an inflation story anymore.

It is inflation + growth + consumer resilience + Fed policy.

The economy is not weak enough to force cuts.

But it is not strong enough to ignore higher rates either.

#PCE #Inflation #FederalReserve #AI #Markets #TLUNAC_membership

[TLUNAC Membership @tlunac_members]

PCE: inflation is not solved

The key macro data point of the week was US PCE.

CPI gets the headlines, but PCE is the inflation gauge the Fed cares about most.

And the message was clear: inflation is not exploding, but it is not gone either.

Headline PCE rose to 4.1% YoY, while core PCE climbed to 3.4% YoY.

Energy was a big driver, helped by oil and geopolitical risk. That part can fade if oil keeps falling.

But the real issue is services.

Housing, insurance, financial services, transport and healthcare all showed pressure. Services inflation is stickier than energy and much harder for the Fed to ignore.

The consumer is still spending, with personal spending and income both up 0.7%, but the margin is getting thinner.

Q1 consumption was revised down to just 0.5%, the weakest pace in four years.

So the takeaway is simple:

Inflation has not disappeared.
The consumer has not collapsed.
But the pressure is moving into areas that matter more for the Fed.

The real risk is no longer just oil.

It is sticky services inflation.

#PCE #Inflation #FederalReserve #AI #Markets #TLUNAC_membership

[TLUNAC Pulse @tlunacpulse]

🎧 Every track on the concept album 'Midnight Tick'
crossed the 1,000-stream milestone
before the end of its release month.💥
No fillers.
No forgotten tracks.
No single way to experience it.
In just over two weeks,
almost 1,000 saves.❤️
Every spin reveals a different favorite.

https://t.co/H4dGfsEssx

https://t.co/7zu9JTxu3Q

#Tlunac #MidnightTick #Streaming #Streaming #madness

[Abdulmuiz @Amztech27]

@NadzuAI Survivors don't wait for opportunities.
They create them.

$TLUNAC represents a community that refused to quit, refused to fade away, and chose to build instead.

One mission: a stronger future for the community. 🔥🚀

#TLUNAC #LUNC #USTC #TerraClassic #CryptoCommunity

[TLUNAC Membership @tlunac_members]

GLOBAL MACRO UPDATE🔥

On 19th June, the Fed kept rates unchanged at 3.50%-3.75% in a unanimous decision. On the surface, nothing changed.

But the real story wasn’t the rate decision—it was the shift in tone.

The new Fed leadership delivered a shorter, more direct statement with far less forward guidance. Markets are no longer being led step by step.

With the economy still resilient and the labor market holding up, the Fed made one thing clear: inflation remains the priority, and restoring it to 2% comes before rate cuts.

#FederalReserve #InterestRates #Inflation #MacroEconomics #TLUNAC_membership

[TLUNAC Pulse @tlunacpulse]

The challenge is not generating songs.
The challenge is shaping them — rewriting lyrics, directing structure, refining transitions, and deciding what deserved to remain.
If you want complex rhythms and dynamic shifts.👇
https://t.co/Yt6KJNVoYm
Dysmorphic Obsession
https://t.co/QhsG69HEE4

full album and streaming paltforms:
https://t.co/7zu9JTxu3Q

[TLUNAC Pulse @tlunacpulse]

You saw the symptoms.
Now comes the full diagnosis.

Listen NOW: https://t.co/H4dGfsEssx

After months of releasing fragments, Midnight Tick is finally complete.
A dystopian chronicle of algorithms, obsession, distorted perception, digital relationships, financial uncertainty, and the quiet normalization of the abnormal.
The album combines the previously released singles with six new tracks.
Darker. More directed. More experimental.
The clock is still ticking.
Midnight Tick is part of the $TLUNAC Journey
Save it, stream it, share it.

Royalties help fund campaigns, community growth, and $TLUNAC ecosystem.

https://t.co/7zu9JTxu3Q

#Tlunac #Solana #CommunityReward #Streaming #DystopianWorld

[TLUNAC Membership @tlunac_members]

🚨 US Inflation Update

CPI remains stubbornly high.

📈 Headline CPI: +4.2% YoY (highest in 3+ years)
✅ In line with expectations

But here’s the twist:

📉 Core CPI, the Fed’s preferred inflation gauge, rose only +0.2% MoM vs +0.3% expected.

Inflation isn’t beaten yet, but today’s report was slightly softer under the surface.

The market got a small reason to breathe. For now.

#CPI #Inflation #Fed #SP500 #Gold #TLUNAC

[TLUNAC Pulse @tlunacpulse]

https://t.co/oyqH66dtjH

[TLUNAC Membership @tlunac_members]

GLOBAL PMI: the world is splitting in two ‼️

The PMI (Purchasing Managers’ Index) is a indicator of economic activity.
Above 50 = expansion. Below 50 = contraction.

🇪🇺Europe remains weak.
Manufacturing is trying to stabilize, but services and domestic demand are still fragile. The Eurozone PMI remains below the levels consistent with a strong recovery.

🇺🇸The US is holding up better, with Composite PMI at 51.7.
But the key detail is where the strength comes from:

• Services are almost flat at 50.9
• Manufacturing jumped to 55.3 (vs 53.8 expected)

✅This matters a lot👇

The US economy is not accelerating evenly.
It’s being supported mainly by manufacturing, infrastructure spending, data centers, AI investments, and productive capacity expansion.

Corporate investment — especially in equipment, digital infrastructure and AI-related capex — has become the real engine of growth.
Consumption is not collapsing, but it’s no longer the dominant driver.

✅So the PMI data confirms a very precise picture👇

The US is outperforming the rest of the world not because the whole economy is booming, but because it sits at the center of the global AI and infrastructure cycle, which today represents roughly 35% of worldwide AI activity.

[TLUNAC Membership @tlunac_members]

PPI Shock: Inflation Is Moving Upstream

Last time I talked about CPI.
Now it’s time for PPI to complete the picture.

CPI showed inflation spreading across the economy.
PPI now shows the pressure building upstream in the supply chain before it even reaches consumers.

‼️US PPI exploded higher in April:
+1.4% MoM vs +0.5% expected
6.0% YoY vs ~4.8% expected

‼️But the real alarm bell is Core PPI:
+1.0% MoM and 5.2% YoY — the highest since Dec 2022.

This is no longer just an energy story.
Transport, freight and logistics costs are exploding, meaning inflation pressure is broadening across the system.

And this connects directly with the bond market warning I discussed earlier:
🚨higher inflation + sticky core prices + rising long-term yields = markets starting to price a world where rates stay higher for longer.

The real question now is simple:
how much pressure can consumers absorb before growth starts to crack?

#Inflation #CPI #PPI #BondMarket #TLUNAC_membership

[TLUNAC Membership @tlunac_members]

🚨 The bond market is flashing a warning.

30Y yields are surging globally: UK above 5.7%, Japan at 4%, US Treasuries above 5.1%.

This isn’t just “bonds down.”
It means higher mortgages, tighter credit, pressure on growth stocks, and a Fed trapped by sticky inflation.

The big shift?
Markets are no longer asking when rate cuts arrive, but if they arrive at all.

Equities are pricing AI optimism.
Bonds are pricing economic reality.

#BondMarket #TreasuryYields #Inflation #Fed #TLUNAC_membership

[TLUNAC Membership @tlunac_members]

US CPI: Inflation Is Spreading

US CPI rose +0.6% MoM, pushing headline inflation to 3.8% YoY — the highest since May 2023.

But the real warning is under the surface:
Core CPI came in hotter than expected, while services, transport and household goods all moved higher together.

This is no longer just an “oil problem.”
Energy lit the fuse, but inflation pressure is now spreading across the economy.

Meanwhile, real wages fell again.
Prices are rising faster than incomes — and that’s where inflation starts hitting the real economy hardest.

The Fed can ignore an energy shock.
Broadening inflation is much harder to dismiss.

#inflation #macro #TLUNAC_membership

[TLUNAC Membership @tlunac_members]

The Other Side of the AI Boom🤯

One of the biggest mistakes investors can make right now is assuming that because the AI economy is booming, the entire economy must be equally strong.

The AI investment cycle — data centers, chips and digital infrastructure — remains extremely powerful. But the real economy is showing a different picture.

The US consumer still drives nearly 70% of GDP, yet consumer spending growth has continued to slow. At the same time, inflation pressures, elevated shipping costs and high energy prices are keeping everyday expenses uncomfortable for households.

Meanwhile, long-term interest rates near 5% are acting like a silent tax on the economy, making mortgages, credit and financing far more expensive for consumers and businesses.

This is creating a growing divergence:
the AI economy is accelerating rapidly, while the “street economy” is slowing under the weight of inflation and expensive credit.

Right now the market is focused almost entirely on the AI side of the story.

But macro investors need to watch both. Because if the consumer weakens too much, eventually even the strongest AI narrative will have to face the reality of the broader economy.

#AI #Macro #Nasdaq #QQQ #Semiconductors #Inflation #InterestRates #TLUNAC_membership