𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 – 08/12/2025
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 – 08/12/2025
𝗪𝗮𝗹𝗹 𝗦𝘁𝗿𝗲𝗲𝘁: 𝗠𝗼𝗱𝗲𝗿𝗮𝘁𝗲 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻, 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗮𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗙𝗲𝗱.
Investors eagerly awaited the July CPI - Consumer Price Index. The verdict: core inflation rose 3.1% (above the 3% expected), while the headline CPI came in at 2.7%, slightly lower than forecast.
These figures confirm gradual disinflation, but still far from the Fed's 2% target. As a result, a rate cut in September remains likely.
The markets reacted positively: Dow Jones +0.51%, S&P 500 +0.61%, Nasdaq 100 +0.70%.
Washington and Beijing extended their trade truce until November 10, avoiding a surge in tariffs. Optimism persists: the S&P 500 is nearing record highs, driven by good tech results and hopes of lower rates.
⚠️ Risk Warnings:
𝘛𝘩𝘪𝘴 𝘪𝘴 𝘢 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺, 𝘯𝘰𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘩𝘦𝘵𝘩𝘦𝘳 𝘺𝘰𝘶 𝘤𝘩𝘰𝘰𝘴𝘦 𝘵𝘰 𝘶𝘴𝘦 𝘪𝘵 𝘪𝘴 𝘺𝘰𝘶𝘳 𝘰𝘸𝘯 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯. 𝘗𝘢𝘴𝘵 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘪𝘴 𝘯𝘰𝘵 𝘢 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘴.