The US will announce the July CPI at 8:30 PM tonight, and this might be the last straw before interest rate cuts.
To be honest, ever since the Bureau of Labor Statistics 'self-sacrificed,' the authenticity of the data has significantly decreased.
Now, looking at this news, it basically has no substantive reference value—what can you analyze from fake data?
So, we must change our thinking:
If the data can't be trusted, what does Trump's administration actually want to do?
It's very clear: smoothly advance the Great American Plan → maintain superficial prosperity during the term, living off borrowed time → shift the blame to the next president when the time is up.
Even if short-term data isn't ideal, the long-term direction remains clear.
Even if the dollar becomes 'gold-backed currency,' stablecoins can also turn into 'vouchers'—this is just a sleight of hand.
The only thing that can be certain is that the lid on monetary tightening will eventually be lifted.