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28.06.26 - 23:57
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The Path To A September Rate Cut (Despite AI Inflation) (ZeroHedge)
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The Path To A September Rate Cut (Despite AI Inflation)
By Peter Tchir of Academy Securities
The Path to a September Rate Cut (despite AI inflation)
A lot has changed in the past 24 hours. After Thursday's CNBC interview, it seemed obvious (to me) that I needed to write about how there is a real path to a Fed Rate Cut in September. Not only has the market priced in a 75% chance of a hike in September, and 1.25 hikes by the December meeting, most have also taken any chance of a cut off the table. I think that is missing the path that I believe Warsh is trying to create. We argued last weekend, The Fed and Rates, that Warsh had curtailed the tail risk on the long end of the curve. We switched from bearish to neutral on the long end of the curve (10s went from 4.46% to 4.37% this week). The more we think about it, the more we believe that he has started us on a path, that despite his hawkish rhetoric, sets up for a cut in September to be followed by another cut in October, just ahead of the midt...
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28.06.26 - 06:36
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From inflation to mortgage rates: What moved US economy′s report card this week (Times of India)
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US economic growth surprised on the upside, while job losses remained low. However, persistent inflation, fueled by rising fuel and electronics costs, is squeezing consumers. Despite a slowdown in spending, businesses are investing heavily in AI, leading to price hikes on tech products like Apple's Macs and iPads. Mortgage rates also saw a slight increase, adding to financial pressures....
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27.06.26 - 22:57
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Apple Wants To Buy Memory From China As Soaring Chip Prices Spark Inflation Shock (ZeroHedge)
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Apple Wants To Buy Memory From China As Soaring Chip Prices Spark Inflation Shock
Last Thursday, in the aftermath of Apple's biggest one day plunge since Liberation Day, and second biggest single-day drop ever...
.... when the company lost over a quarter trillion dollars in market cap after the company's unprecedented price increase announcement which for some products was as much as 50% as Apple decided to pass on soaring component costs to consumers, following similar moves from other consumer electronics companies....
... and which Apple blamed on "unsustainable" prices by the memory cartel - namely SK Hynix, Samsung, Micron and Sandisk - who have been flooded with unprecedented demand from hyperscalers (freshly funded with hundreds of billions in newly-issued investment grade debt) we predicted that "China's memory makers are waiting by the phone" for a disgruntled Tim Cook to call, demanding bulk, cheaper RAM.
*APPLE SHARES CLOSE DOWN 6.1% IN BIGGEST DROP SINC...
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27.06.26 - 18:00
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Iran′s inflation surges to 88.6% as war deepens economic crisis (Times of India)
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Iran's inflation has skyrocketed to 88.6%, its highest in months, as the Middle East conflict intensifies economic woes. Food prices have more than doubled, with bread, grains, and meat seeing staggering year-on-year increases. This surge compounds existing challenges of sanctions and hyperinflation, severely impacting household purchasing power and fueling public discontent....
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27.06.26 - 14:30
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Brutal Heat Wave Scorches Europe, Raising Climate Inflation Concerns (Bloomberg)
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Europe has been experiencing a record-breaking heat wave, with temperatures soaring to historic highs, particularly in France where temperatures were above 110 degrees Fahrenheit. Bloomberg News Weather & Climate Reporter Joe Wertz and Climate Reporter Emma Court are on Bloomberg This Weekend to warn that such extreme heat events are likely to become more frequent globally, potentially driving up costs and contributing to what is being termed 'climate inflation,' placing additional financial burdens on consumers. (Source: Bloomberg)...
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