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Nisha Rehman
PPI Cooling is a Positive, but Facing Hawkish Fed "Pressure"
Is Inflation Cooling a "Facade"? Internal Conflict Becomes the Biggest Variable
$BTC
PPI Data Released: "Loose Outside, Tight Inside," Inflation Cooling but Hidden Risks Remain
· Surface Data: Overall data exceeded expectations with cooling, monthly rate directly "flat" at 0%, combined with moderate CPI, the market quickly raised the probability of a Fed rate hike in September to 40%.
· Underlying Concerns: Cooling mainly relies on energy and food prices dragging down, excluding which core price pressures remain stubborn, the fundamental logic is not solid.#CPIPPIEaseFedSplit #SP500Nears8000 #SandiskLongTermTargets
