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* DeItaone
*Walter Bloomberg
@DeItaone

WALL STREET’S JULY CPI FORECASTS 🔸Citi: Core 0.16% M/M, 2.4% Y/Y | Headline 0.0% M/M, 3.3% Y/Y 🔸Goldman Sachs: Core 0.19% M/M, 2.47% Y/Y | Headline 0.05% M/M, 3.35% Y/Y 🔸Nomura: Core 0.18% M/M, 2.43% Y/Y | Headline 0.10% M/M, 3.39% Y/Y 🔸BofA: Core 0.20% M/M, 2.5% Y/Y | Headline 0.1% M/M, 3.4% Y/Y 🔸SocGen: Core 0.22% M/M, 2.5% Y/Y | Headline 0.17% M/M, 3.4% Y/Y 🔸Barclays: Core 0.24% M/M, 2.5% Y/Y | Headline 0.16% M/M, 3.4% Y/Y 🔸Morgan Stanley: Core 0.24% M/M, 2.5% Y/Y | Headline 0.10% M/M, 3.4% Y/Y 🔸Wells Fargo: Core 0.24% M/M, 2.5% Y/Y | Headline 0.13% M/M, 3.4% Y/Y 🔸UBS: Core 0.24% M/M, 2.50% Y/Y | Headline 0.11% M/M, 3.39% Y/Y

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🚨 U.S. CPI DAY: WALL STREET VS. THE MARKET 🏦 Wall Street headline CPI forecasts: 🔸Kalshi: 3.30% 🔸Citi: 3.30% 🔸Goldman Sachs: 3.35% 🔸UBS: 3.39% 🔸BofA: 3.40% 🔸SocGen: 3.40% 🔸Barclays: 3.40% 🔸Morgan Stanley: 3.40% 🔸Wells Fargo: 3.40% A print above or below this narrow range could trigger a sharp market reaction. https://kalshi.com/markets/kxcpiyoy/inflation/kxcpiyoy-26jul?utm_source=walterbloomberg

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@DeItaone 🔼 There’s levels to this.

p_bobo👑 @justkhally01 ·

@DeItaone Dxy positive ? 😳

1
web3 lawyer 首席大律师 @Web3Counsels ·

@DeItaone citi's 0.0% headline looks like an outlier betting on energy. if core prints 0.20%+ the market's 100bp+ of 2024 cuts gets a reality check. BTC's liquidity rally needs core soft, not just headline. what's your lean on shelter dragging?

1
Otto Unlocks @OttoUnlocks ·

@DeItaone My forecast which is full of hopium is 2.6% core, 3.6% headline. Will delete in 37 minutes if wrong.

3
Lucky @LLuciano_BTC · 2M

@DeItaone Citi’s 0.0% headline MoM feels like the real outlier here , energy actually cooling that hard?

1
Jeffe @jgilfy ·

@DeItaone Trump likely six sigma beat despite oil being up almost 20% M:M but “somehow” gas reportedly fell 3% M:M!!!

1
JooHyunRyu🌱 @midnightmusicth ·

@DeItaone This SEC meeting comes as the Senate's CLARITY Act remains stalled ahead of the August recess. Multiple regulatory tracks moving at different speeds is confusing short-term but healthier long-term.

1
Peter E. Steppe @TheNorthernLoop ·

@DeItaone Much ado about nothing. We all know how high inflation is. This is “data” goal seeking.

1
Orion Engine @OrionEngineApp ·

@DeItaone Analogs point to a relief rally. x.com/OrionEngineApp/status/20…

Bimba @BimbaCrypto ·

@DeItaone SocGen really said 0.22% just to stand out from the pack someone there wanted a headline

Bullish Chart @bullishchart ·

@DeItaone not what I expected

waves @updowninwaves ·

@DeItaone Such great minds across these companies and they all come up with the same forecast 😂

Macro Bombastic @MacroBombastic · 10K

@DeItaone forecasts tight, energy is the real swing factor here

나비 @changemindlike ·

@DeItaone I appreciate discussions that connect the dots without forcing certainty. That kind of balance feels especially important right now.