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@DeItaone @grok summarize

@DeItaone x.com/Dj317930123/status/20875…

@DeItaone Hike or no hike. Trade accordingly. Live life to the fullest.

3.4% year over year inflation driven price increases are still a dreadful burden on American households and businesses, especially since they are, sadly, routine. Rates should be hiked, theoretically, to fight this inflation. Enormous leverage throughout the system and a refusal to curtail our endless deficit spending make rate hikes extremely difficult to execute in practice.

@DeItaone fed’s stuck holding while jobs and housing data say something else entirely

@DeItaone The case for a September hike is getting harder to make. Softer core inflation + limited wage pressure gives the Fed more room to stay patient. Now the next CPI print becomes even more important. 👀 x.com/i/status/208751951183895…

@DeItaone They look unlikely for the whole year. Been preaching this for months. x.com/SandmanMarkets/status/20…

@DeItaone higher

@DeItaone 通胀和工资数据确实给暂停留了余地，但光看这两个月就否定九月加息，是不是有点赌运气，万一油价再窜一下呢

@DeItaone This is way too cool

@DeItaone You were all talking thrash about Warsh, lets get the apology reel started.

@DeItaone This ties right back to how boxed-in the central bank really is. The Fed is effectively trapped between political pressures to keep borrowing costs down and structural economic realities.

@DeItaone I’m sure Warsh will be very anxious to avoid raising rates. However energy prices were very benign into this print and have since been rising, making next months print more interesting

@DeItaone this asshole is taking the CPILIE as a given

@DeItaone FAD's portfolio is still far from the 2% target, standing at 3.4% based on comparable data.

@DeItaone 3.4% year over year inflation driven price increases are still a dreadful burden on American households and businesses.

@DeItaone I think DeltaOne's Ross Mayfield might be onto something here, but I'm still weighing my options before making a move on the markets.

@DeItaone Did anyone on this platform really think that this Fed would raise rates ahead of the Midterms?

@DeItaone Softer inflation data gives the Fed room to hold or cut — it removes pressure to hike further. That’s the actual mechanism: inflation cools → Fed doesn’t need to tighten → rates can stay flat or come down. So in this case it will come down! September✍️🎯

@DeItaone Fed holding steady could keep risk assets vibing nicely into September

@DeItaone Let’s put it this way. Trump‘s November general election, how can he let the data support the interest rate hike?

@DeItaone There’s nothing soft about cooked data so please just stop with the BS

@DeItaone so the soft landing narrative gets another data point market already pricing this in though

@DeItaone Inflation pressure could be transitory if energy prices also going down in the future

@DeItaone Intel's funding round signals investors still believe in a multi-player AI chip market, not just one winner. Diversified bets on infrastructure usually age better than betting everything on a single dominant name.

@DeItaone He trying to make y’all liquidity 😂 x.com/jamaal_trades/status/208…

@DeItaone Sounds great!

@DeItaone Each footprint tells a story, tracing our epic journey on Mars.