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Aaron Rupar @atrupar.com · about 4 hours ago
Q: Did you discuss the inflation report today with Kevin Warsh? The market is increasing betting on a rate hike? TRUMP: Yeah. We're doing well.
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · about 4 hours ago
GS: We Expect the Impact of AI Price Pressures on Core PCE Inflation to Rise from 45bp Today to 50bp at End-2026 Before Falling to 10bp by End-2027 as Memory and Computer Price Growth Slows
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Mohamed A. El-Erian @elerianm.bsky.social · about 8 hours ago
Today’s hotter-than-expected US CPI inflation print initially pushed US yields higher and increased the market probability of an October rate hike by the Federal Reserve—both of which have moderated during the trading session. ... 1 of 2
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Bill McBride @calculatedrisk.bsky.social · about 10 hours ago
Goldman “Based on details in the CPI report, we estimate that the core PCE price index rose 0.32% in September (vs. our expectation of 0.20% before the CPI release), corresponding to a year-over-year rate of +3.09%” Ouch
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · about 10 hours ago
S&P 500 -1.11%... worst day since the July 29 Fed meeting
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