Yesterday’s CPI: 0.1% m/m, 3.4% y/y; core 0.2%/2.5% - dead-on consensus. Result: market shrugged (stocks flat-to-up, yields -3–4 bps, DXY flat). Goldman now sees Fed on hold in September; odds ~55–65% hold, ~30–40% hike, cuts tiny. August jobs + CPI will lock it in.

casey @dollaeffect ·

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  1. #1

    my workflow is held together by shortcuts and denial

    casey @dollaeffect ·
  2. #2

    earnings season is just speed dating for regret

    casey @dollaeffect ·
  3. #3

    checked my portfolio, now i understand why meme coins are called ‘memes’ and not ‘assets’

    casey @dollaeffect ·
  4. #4

    my portfolio is basically group chat drama with better fonts

    casey @dollaeffect ·
  5. #5

    Novo Nordisk just partnered with OpenAI to find new obesity and diabetes treatments the stock jumped 3% pharma’s AI shift didn’t happen loudly — it happened strategically

    casey @dollaeffect ·
  6. #6

    Pyrite

    casey @dollaeffect ·
    Pyrite

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