Federal Reserve Rates 25bp + Mild wording If it weren't for this ending, it would have been fluctuations.

Capital Economics believe that oil-driven inflationary pressure is sustainable, and a single interest rate hike is not enough to rebuild the credibility of the Federal Reserve.

The University of Michigan Consumer Confidence Index confirmed the seriousness of the problem from another perspective: the initial value of September plummeted to 47.8 (expected 51), one-year inflation expectations jumped from 4% to 4.6% (expected 4.2%), and five to ten-year inflation expectations rose to 3.4%.

August CPI presents a double-hit pattern of "energy prices fueling the fire + service industry inflation stubbornly recede"

Core CPI is 0.3% on a monthly basis, exceeding market expectations by 0.2% – a subtle but deadly number. Because what the Federal Reserve really anchors is not the level of annual data, but the direction and speed of month month-to-month. When the monthly pace of core inflation re-intensifies from 0.2% to 0.3%, it means that the annualized core inflation implicit rate returns to over 3.6%, far from the 2% target

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Ai giants  agreed on the need to pace the frontier: slow AI capability gains to prioritize safety

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Most institutions' publication date is either late August or early September, after Kevin Warsh's speech but before PPI data is released. After yesterday's PPI exceeded expectations and oil price broke through 100, the actual market pricing has become much more aggressive than most institutions base cases. The probability of interest rate futures 76% interest rate hike has changed "September interest rate hike" from one scenario to a near-certainty.

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Cybercab will be on display in Asia this month! experience the future of autonomy in Hong Kong, Tokyo, Beijing & Shanghai.$特斯拉(TSLA)$  

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Poolside "The leader in the US Open Weight Model" but then made a pat: it still lags behind the front of the open weights led by China Chicken Drumstick Durian

Huang spent $6 billion to obtain authorization for the AI model of the startup Poolside, an AI startup that most purchasing executives couldn't spell yesterda$英偉達(NVDA)$  

Crazy Numbers at AI Pipeline Q2 AI server order volume: $60.9 billion, a record high. End of period AI server backlog orders: $95 billion, record high. Neocloud, Sovereign cloud, corporate customers over 6,500 $戴爾(DELL)$

Tesla (TSLA) is set to host its Cybercab event in Austin, Texas, on Thursday, the company has said in a post on X.

The 30-year fixed mortgage rate jumped six basis points to 6.87% on Monday, the highest since June last year, and has risen over 30 basis points in the past two months. This directly compresses the consumer's purchasing power and refinancing space.

O’Neill is the former Nike President of Consumer, Product & Brand, with more than 25 years at Nike. Her start date is deliberately after Q2 results, so the Q2 call will still be handled by interim co-CEOs Meghan Frank and André Maestrini. $lululemon athletica(LULU)$  

If the Fed raises rates in September, this will be the first time since 2022, two months before elections that it has tightened policy