Xing Ge's Spicy Commentary: Heavyweight Nuclear Bomb!! Powell Criticizes Tariffs Igniting Inflation, Rate Cut in September Set in Stone?
Brothers, Powell's Jackson Hole speech ignited the market! He pointed out that Trump's new tariffs are the culprit of inflation, with consumer prices continually rising. The old man warned that if tariffs evolve into a long-term inflation spiral, the consequences will be serious!
Data shows that U.S. inflation is at 2.7%, exceeding the Federal Reserve's 2% target, with core inflation reaching 3.1%. Prices of imported furniture, toys, and other daily goods are rising, increasing shopping costs for the public. The job market is slowing down in hiring, with waves of layoffs approaching and recession alarms sounding.
Key Signal: Powell stated that if employment and inflation data stabilize, a rate cut in September is highly likely. Under this news stimulus, the S&P 500 rose 1.4% to a new high, the Dow Jones increased by 716 points, and the Nasdaq rose by 1.6%, providing a strong boost to the market.
Personal Opinion: Tariffs are pressuring the Federal Reserve, inflation is stubborn, and employment harbors risks. A rate cut in September is basically certain, but a flood of liquidity is unlikely; the Federal Reserve needs to operate cautiously. In the cryptocurrency sphere, the expectation of a rate cut is driving up risk assets, Bitcoin may reach new highs, but the inflation risks triggered by tariffs could strike back at any time.
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