Yanik_Bohm

yanik#4402

[Yanik_Bohm @yanik_bohm]

👀legit check on me 👀

[*Walter Bloomberg @DeItaone]

🇺🇸US DATA RUNS HOT: INFLATION STICKY, DEMAND FIRM

INFLATION

• Headline PCE MoM: +0.2% vs +0.1% est.; prior -0.1%
• Headline PCE YoY: +3.7% vs +3.6% est.; prior +3.7%
• Core PCE MoM: +0.2% vs +0.2% est.; prior +0.1%
• Core PCE YoY: +3.3% vs +3.3% est.; prior +3.3%

GDP

• Q2 GDP annualized: +1.5% vs +1.5% est.; prior +1.5%
• Personal consumption: +3.4% vs +3.2% est.; prior +3.2%
• GDP Price Index: +6.4% vs +6.2% est.; prior +6.2%
• Core PCE QoQ: +3.6% vs +3.4% est.; prior +3.4%

INCOME & SPENDING

• Personal income MoM: +0.4% vs +0.2% est.; prior +0.2%
• Personal spending MoM: +0.2% vs +0.1% est.; prior +0.3%
• Real personal spending MoM: 0.0% vs 0.0% est.; prior +0.4%

DURABLE GOODS

• Durable goods orders MoM: +1.1% vs +0.5% est.; prior +0.5%
• Durables ex-transportation: +0.4% vs +0.6% est.; prior +0.7%
• Core capital goods orders: +0.2% vs +0.7% est.; prior revised to +1.7%
• Core capital goods shipments: +1.4% vs +1.0% est.; prior revised to +2.4%

BOTTOM LINE: Inflation remains sticky while consumer demand and headline durable goods beat expectations. GDP growth was in line, but stronger price pressures could keep the Fed cautious on rates.

[*Walter Bloomberg @DeItaone]

ACKMAN MAKES HIS BIGGEST PORTFOLIO REVAMP IN YEARS

Bill Ackman added six new holdings: Netflix ($NFLX), Visa ($V), Mastercard ($MA), Alcon ($ALC), Intercontinental Exchange ($ICE) and S&P Global ($SPGI).

Ackman expects strong earnings growth to drive long-term value.

His portfolio also includes Microsoft ($MSFT), Uber ($UBER), Meta ($META), Amazon ($AMZN), Fannie Mae ($FNMA) and Freddie Mac ($FMCC).

Through July, Pershing Square USA was down 3.5%, versus a 13% gain for the S&P 500.

[Yanik_Bohm @yanik_bohm]

@El_ZAMOT legit

[Yanik_Bohm @yanik_bohm]

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[Yanik_Bohm @yanik_bohm]

@LucaGuarnieri7 legit

[Yanik_Bohm @yanik_bohm]

@dario50283609 Legit

[Yanik_Bohm @yanik_bohm]

@Andrea_BigL Legit

[Yanik_Bohm @yanik_bohm]

@MxnuuMM legit

[Yanik_Bohm @yanik_bohm]

@amiinee10 legit easy gift

[Yanik_Bohm @yanik_bohm]

@luis14oliveira Legit

[Yanik_Bohm @yanik_bohm]

@lilgiax legit

[Yanik_Bohm @yanik_bohm]

@Sturmi77 Legit <3

[Yanik_Bohm @yanik_bohm]

@jimysnkrs Legit <3

[Yanik_Bohm @yanik_bohm]

@nobita0123 legit <3

[Yanik_Bohm @yanik_bohm]

@GoatifyIO smoked, top ping

[Yanik_Bohm @yanik_bohm]

gm

@GoatifyIO + @PepperScripts = <3

[Yanik_Bohm @yanik_bohm]

@LucaChiarinotti Legit, easy deal

[Yanik_Bohm @yanik_bohm]

still waiting for one more union

cook: @GoatifyIO

[Yanik_Bohm @yanik_bohm]

last days success posts + j1 lows from this morning

cook: @GoatifyIO

[Yanik_Bohm @yanik_bohm]

zala from yesterday

script: @AstryScripts
cook: @GoatifyIO