🚨INFLATION STORM BREWING: TRUMP TARIFFS & MIDEAST TENSIONS COULD PUSH U.S. CPI TO 4%!
Two global shockwaves are converging — and markets are bracing for impact.
🔻 TARIFF TIME BOMB
Trump-era tariff suspensions are expiring. Over $300B in goods could get hit again, risking a revived trade war and global supply chain turmoil.
🛢️ MIDEAST OIL SHOCK
Oil is flirting with $85—but if tensions spike, $130+ isn't off the table. Every $10 surge adds +0.4% to U.S. CPI. Just in time for peak summer driving season.
📈 WHAT IT MEANS FOR MARKETS:
🔥 CPI could touch 4% by August (from 3.3%)
🛑 Fed rate cuts may pause until Dec or 2025
🧊 Consumer spending under pressure
ASSETS IN MOTION:
✅ Energy stocks gaining momentum
📉 Treasury yields ticking up
📊 Fed futures now price just 1.25 cuts in 2024
THE MACRO TRILEMMA
Can the Fed fight inflation, avoid recession, and survive election chaos? With tariffs on the table and oil reserves low, volatility is the only guarantee.
#Macroeconomics #CPI #OneBigBeautifulBill #SpotVSFuturesStrategy #NFPWatch