$EUIRYY -Europe CPI (July/2025)ECONOMICS:EUIRYY
July/2025
source: EUROSTAT
- Eurozone consumer price inflation held steady at 2.0% year-on-year in July 2025, unchanged from June but slightly above market expectations of 1.9%, according to preliminary estimates.
This marks the second consecutive month that inflation has align
Economy
FED: An unlikely rate cut in September, unless…The United States Federal Reserve (FED) unveiled this week a new monetary policy decision, maintaining the status quo on interest rates—hence no change in the federal funds rate since December 2024. This did not prevent the S&P 500 from hitting new all-time highs, driven by GAFAM financial results a
Latest on Fed rate cut debateThe Fed isn’t expected to cut rates this week, but this FOMC meeting should still be very interesting.
Powell will need to address growing pressure from board members Waller and Bowman, who’ve both called for cuts, citing limited inflation impact from tariffs.
Still, Powell is just one of 12 vot
Third quarter and something we didn’t expectso I’ve been watching the markets for a while and honestly this new admin is doing something that many didn’t saw coming.
it's not even a full year yet, we’re still on Q3, but the impact on the economy is starting to show. what really gets my attention is the tariff collection, it’s been really hig
The Bubble Many Traders Missed: Money Supply Up, Velocity Down**Most traders see rising money supply (M2) and assume asset prices will soar.**
But they ignore the **Velocity of Money (M2V)**—and that’s where the real danger is hiding.
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## **The Great Disconnect**
* **Money Supply (M2):** Central banks have flooded markets with liquidity since 2008 and a
Inflation vs. Growth : Is the Fed Behind or Ahead of the Curve?CME_MINI:NQ1! CME_MINI:ES1! CME_MINI:MNQ1! CME_MINI:MES1! CBOT:ZN1!
Fed Policy recap:
There is an interesting and unusual theme to keep an eye on this week. The Fed is in a ‘blackout period’ until the FOMC meeting- this is a customary quiet period ahead of an FOMC policy meeting. Fed
INSIGHT INSPIRED BY SHAIKH : the upcoming international crisisShaikh 2016 writes "Gold is the currency of last resort for the international system" & shows that each time since 1840 the commodity price (CPI, PPI) sinks against Gold, there is a crisis. We are there. My guess is that the international monetary system will be in crisis.
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