TunaKAYA
💥Summary of the current situation in the markets, expectations and strategies:
- The markets did not take a summer vacation. It priced in a rate cut by the Fed in September. And it rose until mid-August.
- Last week's US Producer Price Index came in above expectations, leading to a shift from a rise to stagnation. This is because fears arose that tariffs would drive inflation.
- The geopolitical aspect of the Trump-Putin meeting and the Trump-Zelensky and European leaders meeting has created a new expectation for the establishment of peace between Ukraine and Russia.
The perception that the p
View Original- The markets did not take a summer vacation. It priced in a rate cut by the Fed in September. And it rose until mid-August.
- Last week's US Producer Price Index came in above expectations, leading to a shift from a rise to stagnation. This is because fears arose that tariffs would drive inflation.
- The geopolitical aspect of the Trump-Putin meeting and the Trump-Zelensky and European leaders meeting has created a new expectation for the establishment of peace between Ukraine and Russia.
The perception that the p