Jonathan Mora

#usjulycpi&ppiduethisweek — The tiebreak print is here. 🕐 Today 8:30 AM ET · PPI tomorrow Consensus: +0.1% MoM / 3.4% YoY · core 2.5% YoY The setup: • Jobs: -23K → Sept hike odds 67% → 44% • Oil: +10% in 5 days (Hormuz shut) → inflation fear is back • Hawks: Cook ready to hike, Cleveland wants "multiple hikes" 🟢 Cool print → hike talk dies, cut talk begins → risk-on 🔴 Hot print → stagflation trap: can't cut into, can't hike into $BTC $63.5K, whales accumulating, Glassnode says coldest stretch since FTX. One print settles the September Fed call. 📉 $BZ $XAU #SuperMicroForecastsAboveEstimatesSharesJump9% #SECAndCFTCSueGoliathOver$400MCryptoPonzi #SenateDelaysCLARITYActVoteToSeptember #GoldClimbsAbove$4400ToTwoMonthHigh