π€ CryptoAttack π¬π§
πΊπΈπ #ΠΌΠ°ΠΊΡΠΎ JPMorgan ΠΏΡΠ΅Π΄ΡΠΏΡΠ΅ΠΆΠ΄Π°Π΅Ρ, ΡΡΠΎ ΠΎΠΆΠΈΠ΄Π°Π΅ΠΌΠΎΠ΅ 17 ΡΠ΅Π½ΡΡΠ±ΡΡ ΡΠ½ΠΈΠΆΠ΅Π½ΠΈΠ΅ ΡΡΠ°Π²ΠΊΠΈ Π€Π Π‘ ΠΌΠΎΠΆΠ΅Ρ ΡΠΏΡΠΎΠ²ΠΎΡΠΈΡΠΎΠ²Π°ΡΡ "ΡΠ°ΡΠΏΡΠΎΠ΄Π°ΠΆΡ Π½ΠΎΠ²ΠΎΡΡΠ΅ΠΉ" Π² Π°ΠΌΠ΅ΡΠΈΠΊΠ°Π½ΡΠΊΠΈΡ
Π°ΠΊΡΠΈΡΡ
.
πΊπΈπ #Macro JPMorgan expects a decrease in the Fedβs rate by 25 B.P. In September, even taking into account the uncertainty of CPI.
Meanwhile, BlackRock believes that the Fed should reduce the interest rate by 50 basic points next week.
Meanwhile, BlackRock believes that the Fed should reduce the interest rate by 50 basic points next week.
πΊπΈβ‘οΈ #macro USA:
- Prominflation (ppi; Aug):
- m/m: -0.1% (before: 0.9%)
- g/g: 2.6% (before: 3.3%);
- Basic PPI: 2.8% g/g (before: 3.7%)
- Prominflation (ppi; Aug):
- m/m: -0.1% (before: 0.9%)
- g/g: 2.6% (before: 3.3%);
- Basic PPI: 2.8% g/g (before: 3.7%)
β‘οΈπΊπΈ #macro USA:
- consumption (CPI; July):
- m/m: 0.4%(prog: 0.3%; before: 0.2%)
- g/g: 2.9%(prog: 2.9%; before: 2.7%);
- basic (CPI) (g/g): 3.1%(prog: 3.1%; before: 3.1%);
- Initial Jobless Claim: 237 thousand (before: 237 thousand)
- consumption (CPI; July):
- m/m: 0.4%(prog: 0.3%; before: 0.2%)
- g/g: 2.9%(prog: 2.9%; before: 2.7%);
- basic (CPI) (g/g): 3.1%(prog: 3.1%; before: 3.1%);
- Initial Jobless Claim: 237 thousand (before: 237 thousand)
πΊπΈπ #macro IMF: The Fed has all the possibilities to start reducing the interest rate, but should act carefully.
πΊπΈπββοΈ According to the Reuters survey, 105 out of 107 economists expect that the Fed will reduce interest rates by 25 basic points to 4.00% -4.25%. Most respondents also expect another decrease in the rate in the next quarter, and the total number of abbreviations this year may reach three. #macro reuters
π·πΊ #macro Russia. Central Bank Bet: 17%(prototype 16%; before 18%)
πΊπΈπ #Macro Initial Jobless Claim: 231 thousand (before: 263 thousand)
πΊπΈ #Macro USA (Saint-Chair):
- S&P Composite PMI: 53.6 (before: 54.6);
- S&P ManUFACTURING PMI: 52 (before: 53);
- S&P Services PMI: 53.9 (before: 54., 5)
- S&P Composite PMI: 53.6 (before: 54.6);
- S&P ManUFACTURING PMI: 52 (before: 53);
- S&P Services PMI: 53.9 (before: 54., 5)
πΊπΈ #Macro Powell:
- a decrease in the rate was another step towards a more neutral policy;
- economic growth has slowed down;
- uncertainty in relation to the inflation path remains high;
- long -term inflation expectations correspond to the target level of 2%;
- expects an increase in inflation due to tariffs;
- There is no risk -free path to the DCP
- a decrease in the rate was another step towards a more neutral policy;
- economic growth has slowed down;
- uncertainty in relation to the inflation path remains high;
- long -term inflation expectations correspond to the target level of 2%;
- expects an increase in inflation due to tariffs;
- There is no risk -free path to the DCP
π€ CryptoAttack π¬π§
πΊπΈ #Macro Powell: - a decrease in the rate was another step towards a more neutral policy; - economic growth has slowed down; - uncertainty in relation to the inflation path remains high; - long -term inflation expectations correspond to the target levelβ¦
πΊπΈπ #macro Powell continues:
- at the next meeting, we will consider the labor market and data on inflation to determine whether a policy is being pursued;
- It cannot be said that the labor market is now said;
- The interest rate remains at a high level
- at the next meeting, we will consider the labor market and data on inflation to determine whether a policy is being pursued;
- It cannot be said that the labor market is now said;
- The interest rate remains at a high level
πΊπΈπ #macro USA:
- GDP (2 kV): 3.8% (before: -0.5%);
- Initial Jobless Claims: 231 thousand (before: 231 thousand)
- GDP (2 kV): 3.8% (before: -0.5%);
- Initial Jobless Claims: 231 thousand (before: 231 thousand)
π€ CryptoAttack π¬π§
πΊπΈ Trump: Powell will quickly leave his post. Soon we will have a majority in the Fed.
This media is not supported in your browser
VIEW IN TELEGRAM
πΊπΈ Trump: The interest rates are still too high due to the incompetence of Powell. #macro
πΊπΈπ #macro USA:
- PCE Price Index (Aug):
- m/m: 0.3% (prog: 0.3%; prev: 0.2%)
- y/y: 2.7% (prog: 2.7%; pre: 2.6%)
- Basic PCE (g/g): 2.9%(prog: 2.9%; before: 2.8%)
- PCE Price Index (Aug):
- m/m: 0.3% (prog: 0.3%; prev: 0.2%)
- y/y: 2.7% (prog: 2.7%; pre: 2.6%)
- Basic PCE (g/g): 2.9%(prog: 2.9%; before: 2.8%)
π€ CryptoAttack π¬π§
π #Macro gold reached a new historical maximum - $ 3650 per ounce.
π #Macro gold reached a new historical maximum - $ 3870 per ounce.
πΊπΈπ #macro number of open vacancies in the labor market Jolts (Aug): 7,2270m (before: 7,1810m).
πΊπΈπ #Macro Adp Nonfarm Employment (Sept.): -32 thousand (before: 54 thousand)
πΊπΈπ #macro USA (September):
- S&P ManUFACTURING PMI: 52 (before: 53);
- ISM ManUFACTURING PMI: 49.1 (before: 48)
- S&P ManUFACTURING PMI: 52 (before: 53);
- ISM ManUFACTURING PMI: 49.1 (before: 48)
πΊπΈπ #macro USA (September):
- S&P Composite PMI: 53.9 (before: 54.6);
- S&P Services PMI: 54.2 (before: 54.5);
- ISM Services PMI: 50 (before: 52).
- S&P Composite PMI: 53.9 (before: 54.6);
- S&P Services PMI: 54.2 (before: 54.5);
- ISM Services PMI: 50 (before: 52).