#SeptemberCPIWatch ๐ The September CPI Print: Summary Breakdown ๐
Tomorrow's inflation release is a classic "Divergence Print." Here is what you need to know before the 8:30 AM ET data drops:
Headline CPI: Expected to pop to 3.6% - 3.7% YoY due to rising energy and gasoline prices.
Core CPI: Expected to hold flat at 2.4% - 2.5% YoY, with a cool 0.2% MoM print.
โก๏ธ The Insight:
The Fed will likely ignore the energy spike as "temporary noise" and focus on cooling Core inflation. Even if headline looks hot, the underlying trend supports holding steady.
๐ Market Playbook:
Core > 0.3%: Yields and USD surge; Tech and Gold drop.
Core โค 0.2%: Equities rally as normalization stays on track.
Are you long or short going into tomorrow? ๐
#SeptemberCPIWatch #Inflation #MacroEconomics #StockMarket
Tomorrow's inflation release is a classic "Divergence Print." Here is what you need to know before the 8:30 AM ET data drops:
Headline CPI: Expected to pop to 3.6% - 3.7% YoY due to rising energy and gasoline prices.
Core CPI: Expected to hold flat at 2.4% - 2.5% YoY, with a cool 0.2% MoM print.
โก๏ธ The Insight:
The Fed will likely ignore the energy spike as "temporary noise" and focus on cooling Core inflation. Even if headline looks hot, the underlying trend supports holding steady.
๐ Market Playbook:
Core > 0.3%: Yields and USD surge; Tech and Gold drop.
Core โค 0.2%: Equities rally as normalization stays on track.
Are you long or short going into tomorrow? ๐
#SeptemberCPIWatch #Inflation #MacroEconomics #StockMarket