The Fed’s reacting to lagging labor data while ignoring leading inflation signals. Policy misfire incoming.
JUST IN 🚨: The odds of a September rate cut have soared to over 94% pic.twitter.com/E8copNJVuO
— Barchart (@Barchart) August 12, 2025
Overall US CPI moved up to 2.7% in July, the highest level since February.
US Core CPI (excluding Food/Energy) moved up to 3.1%, also the highest since February.
Despite rising inflation, the Fed is expected to cut rates by 25 bps in September and another 25 bps in October. pic.twitter.com/EiJvT2fdMO
— Charlie Bilello (@charliebilello) August 12, 2025
Home gas prices are rising at emergency levels yet again.
We’ll be at 2022 disaster levels soon enough. pic.twitter.com/sgFqZcwHyF
— Spencer Hakimian (@SpencerHakimian) August 12, 2025
It’s happening. pic.twitter.com/ILURFL3IeK
— The Great Martis (@great_martis) August 12, 2025
It looks like the Trump administration will pause the monthly jobs reports until they can get the numbers right. That’s a convenient excuse to hide bad data. Soon they may do the same with the CPI. Who needs data anyway? Trump can just tell everyone that the economy is booming.
— Peter Schiff (@PeterSchiff) August 12, 2025
BTC dropped from 68k to 15k during 2022 inflation spike.
BTC does not like inflation https://t.co/kyo0XgXUzD
— Henrik Zeberg (@HenrikZeberg) August 12, 2025
CPI was in line with expectations, but the trend is heading in the wrong direction. It may not prevent a rate cut by the Fed in September, because policy is “restrictive” but progress toward 2% inflation appears to have stalled. pic.twitter.com/JReIrqBP0J
— Kathy Jones (@KathyJones) August 12, 2025