August PPI came in below expectations, but the year-over-year rate jumped to 5.4%, and continuing jobless benefits held steady at 1.774 million. This shows two things: inflation is under control in the short term, but the underlying heat is still there; and the labor market’s resilience is stronger than people think. With this round of volatility in the U.S. stock market, understanding the PPI and jobless claims data can keep you from panicking.
The Fed’s rate-cut big move will most likely be pushed back. The downside is that overvalued tech stocks have been overestimated, but the fundamentals haven’t broken. The soft-landing logic is still intact. Current strategy: don’t chase after highs, keep position sizes under control, and wait for the CPI to land before making moves. If you can read the macro picture, you won’t get shaken out by the noise.
#美国8月PPI涨幅低于预期
#美国续请失业金人数177.4万
#美国8月PPI年率升至5.4%
$NVDA $MSTR $COIN
The Fed’s rate-cut big move will most likely be pushed back. The downside is that overvalued tech stocks have been overestimated, but the fundamentals haven’t broken. The soft-landing logic is still intact. Current strategy: don’t chase after highs, keep position sizes under control, and wait for the CPI to land before making moves. If you can read the macro picture, you won’t get shaken out by the noise.
#美国8月PPI涨幅低于预期
#美国续请失业金人数177.4万
#美国8月PPI年率升至5.4%
$NVDA $MSTR $COIN
