🚨 INFLATION STORM AHEAD? ANALYSTS SOUND ALARM ON CPI SPIKE!
🌐 Tariff Time Bomb + Oil Shock = Trouble for U.S. Inflation
Bloomberg Economics warns of a perfect inflation storm this summer as two major threats collide:
1️⃣ Trump-Era Tariffs Set to Expire
🔁 Over $300B in goods could face renewed tariffs
🌍 Risk of global trade war 2.0 if reciprocity kicks in
2️⃣ Middle East Oil Crisis Brewing
🛢️ Conflict could send oil to $130+/barrel (from ~$85)
⛽️ Every $10 rise = +0.4% on U.S. CPI — just in time for summer driving season
📈 Impact on CPI:
➡️ Inflation could hit 4% by August (currently 3.3%)
➡️ Fed rate cuts delayed — now possibly Q4 or even 2025
➡️ Consumer wallets squeezed by energy + import prices
📊 Market Reaction So Far:
🔋 Energy stocks pumping ahead of the curve
💵 Treasury yields climbing
📉 Fed futures now pricing just 1.25 cuts in 2024
🧠 Macro Takeaway:
This could become a policy trilemma: fight inflation, avoid recession, and navigate 2024 election-year politics. With Trump eyeing more tariffs and Biden’s oil reserves running low, expect volatility ahead.
#Macroeconomics #NFPWatch #BTCReclaims110K #TrumpVsMusk #REX-OSPREYSolanaETF