The Fed would be foolish to hike 0.5, it would signal they’ve been wrong all along. A 0.25 hike now and another 0.25 next month is the smarter approach.
.50 Fed rate cut imminent?
Those numbers were ice cold.
— QE Infinity (@StealthQE4) September 10, 2025
PPI ICE COLD: The Producer Price Index for final demand edged down 0.1 percent in August, seasonally adjusted, the U.S. Bureau of Labor Statistics reported today. Final demand prices advanced 0.7 percent in July and 0.1 percent in June. (See table A.) On an unadjusted basis, the…
— Sold At The Top (@soldatthetop) September 10, 2025
https://twitter.com/NorthmanTrader/status/1965755182916219344
Current situation:
1. Jobs data revised lower by -911,000 jobs, largest in history
2. June marked first month with US job losses since 2021
3. PPI inflation unexpectedly fell -0.1%, 2nd decline in 17 months
4. US unemployment rate rose to 4.3%, highest since July 2024
5.…
— The Kobeissi Letter (@KobeissiLetter) September 10, 2025
Bubble trouble.
Cries for rate cuts whilst rate rises are needed asap.😅 pic.twitter.com/tCbUtZ28CO
— The Great Martis (@great_martis) September 10, 2025