Cutting interest rates amidst the biggest asset bubble in history is the definition of madness
— The Maverick of Wall Street (@TheMaverickWS) August 12, 2025
1. Stocks: all-time high
2. Home Prices: all-time high
3. Bitcoin: all-time high
4. Gold: all-time high
5. Money Supply: all-time high
6. National Debt: all-time high
7. CPI Inflation: 4% per year since Jan 2020, 2x the Fed's "target"
8. Fed: cutting interest rates next month pic.twitter.com/aCgUxecuUa— Charlie Bilello (@charliebilello) August 12, 2025
While July CPI inflation was 2.7%, inflation is much higher in many basic necessities:
1. Utility Gas Inflation: +13.8%
2. Car Repair Inflation: +6.5%
3. Hospital Services Inflation: +5.8%
4. Electricity Inflation: +5.5%
5. Car Insurance Inflation: +5.3%
6. Meat and Eggs…— The Kobeissi Letter (@KobeissiLetter) August 12, 2025
We have the job market rapidly cooling and inflation rapidly rising.
A complete mess. pic.twitter.com/lmO8wwRcA9
— Spencer Hakimian (@SpencerHakimian) August 12, 2025
Given the latest inflation figures, it’s strange that the market is still assuming a September rate cut is on the way.
— Reef Insights (@ReefInsights) August 12, 2025