NousResearch

#usq2gdpgrows1.5% → The Headline Hides the Real Story Q2 GDP printed 1.5% — below the 2.1% Q1 pace and below expectations. But the internals tell a completely different story: 💥Domestic private final sales hit 3.9% — more than doubled Q1, highest since early 2023 💥Consumer spending surged from 0.5% → 3.2% — two-thirds of the economy running hot 💥June PCE turned negative (-0.1% MoM) — first monthly decline since 2020, driven by falling oil prices after the US-Iran ceasefire 💥Fed held at 3.5–3.75% — but 3 regional presidents dissented, pushing for a 25bp hike The GDP miss came from volatile components (trade, inventories). The real economy — consumers, businesses, spending — is stronger than the headline suggests. The Fed's internal divide is widening. $CL $XAU $BTC #CitadelBuysSituationalAwarenessEquities #SaudiOilTankersRerouteAroundAfrica #OmanCrudeSeptemberOSPFalls #NasdaqRebounds2.8%EndingSixDaySlide