🇺🇸🍿 Ahead #fomc at 21:00 Moscow time and Powell press conference at 21:30 #Macro

⚠️🇺🇸 #macro #FOMC Fed rate: 4.5% (revived: 4.5% / before: 4.5%)

🇺🇸👀 #Macro only Waller and Bowman voted to reduce the bets, the remaining 9 representatives against

🇺🇸👀 #macro #FOMC Fed cover letter:
- removed the wording that uncertainty has decreased;
- economic growth has slowed down;
- the uncertainty of economic prospects remains high;
- Inflation remains slightly higher than the target level.

🇺🇸🍿 #Macro Powell began his performance - https://yangx.top/cryptoattack/20956

🇺🇸👀 #Macro traders now expect less than two decrease in the Fed’s rate this year and no longer expect to reduce the rate in October.

🇺🇸 #macro Trump: "Too late" Powell did it again !!! He is “too late”, and in fact, too angry, too stupid and too politically to occupy the post of chairman of the Fed. It costs our country trillion dollars, in complementariesE to one of the most incompetent or corrupt repairs of the building in the history of construction! In other words, “too late” is a complete loser, and our country pays for it!

🇺🇸👀 #macro USA:
- PCE Price Index (June):
- m/m: 0.3%(prog: 0.3%; before: 0.1%)
- g/g: 2.6%(prog: 2.5%; before: 2.3%)
- Basic PCE (g/g): 2.8%(prog: 2.7%; before: 2.7%)
- Initial Jobless Claims: 217 thousand (before: 217 thousand)

🇺🇸 The United States increased average duties to about 18%, which can bring $ 450 billion a year (compared to $ 77 billion in 2024), according to RBC Bluebay. The Director of Information Technologies Mark Dauding believes that this can reduce the budget deficit to a little less than 7% of GDP next year. #macro

🇺🇸👀 #macro USA (July):
- Nonfarm Payrolls: 73 thousand (before: 147 thousand);
- Unemployment: 4.2% (previously: 4.1%)

🇺🇸👀 #Macro Nick TiMiramios (WSJ reporter, known as the "Rupor Federal Reserve") said that a slowdown in the growth rate of employment over the past three months, perhaps opened the Fed’s officials to consider reducing the interest rate at their next meeting in September: "At least this emphasizes the difficult balance, with which they come across in the conditions of slowing down the economic growth and growth of growth inflationary pressure ".

🇺🇸🔮 #macro Kalshi: Вероятность снижения ставки ФРС в сентябре выросла до 75% после сегодняшних данных по занятости.

🇺🇸👀 #Macro USA (July):
- S&P ManUFACTURING PMI: 49.8 (before: 49.5);
- ISM ManUFACTURING PMI: 48 (before: 49)

🔮 Goldman Sachs expects 3 consistent decrease in 25 BP rates, starting in September. x #macro

🇺🇸👀 #Macro Initial Jobless Claims: 226 thousand (before: 218 thousand)

🇺🇸👀 #macro USA Consumer inflation expectations (July): +3.1% (before: +3%)

⚡️🇺🇸 #macro USA:
- consumption (CPI; July):
- m/m: 0.3%(prog: 0.2%; before: 0.3%)
- g/g: 2.7%(prog: 2.8%; before: 2.7%);
- basic (CPI) (g/g): 3.1%(prog: 3.0%; before: 2.9%).

🇺🇸👀 #Macro after consumption (CPI) coincided with expectations, traders increased the expectations of reducing the rate in September to 80%.

🇺🇸🍿 Scott Immentine said that the Fed should consider reducing the rate at his meeting in September. bloomberg #macro

🇺🇸⚡️ #macro USA:
- Prominflation (ppi; July):
- m/m: 0.9% (before: 0%)
- g/g: 3.3% (before: 2.3%);
- Basic PPI: 3.7% g/g (before: 2.6%)
- Initial Jobless Claims: 226 thousand (before: 226 thousand)