Fed on Mute While Inflation Creeps

😎 Market Vibes

Another day, another CPI print, another rate-cut fantasy on ice. Inflation ticked higher, the Dow took a dive, and the Nasdaq partied like it's an AI-fueled bull run. Nvidia's chip tease to China sent traders into euphoria, while AMD tried to grab the aux cord. Meanwhile, the Fed's still pretending to read the data before doing absolutely nothing. Let's vibe.

🫠 Melt-up meets melt-down energy

• 📈 Inflation Hits 2.7% YoY: June CPI jumped +0.3% MoM and +2.7% YoY, the biggest rise since January. Tariffs are making their inflationary comeback, and the Fed's rate-cut patience just got tested.

• 📉 Dow Tanks, Nasdaq Pops to Record: The Dow dropped 436 points (-0.98%) while the S&P 500 slipped 0.4%-giving back early gains. The Nasdaq, however, flexed a fresh record close at 20,677.80 thanks to a 4% Nvidia rally.

• 💥 Nvidia Soars on China Chip Deal: Shares popped after the U.S. approved exports of its H20 AI chips to China. Meanwhile, AMD chimed in like the kid who didn't study but still wants partial credit - they're also planning to restart AI chip sales to China.

• 🪙 Bitcoin Stays Hot Near $118.6K: BTC hovered around $119K overnight. No major move, just calm flexing near record highs.

• 📈 Wells Fargo Hypes AMD: Just in time for earnings, Wells Fargo boosted its AMD price target-citing AI momentum and upside in datacenter chips.

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💸 Trade Talk

Tariffs are back in fashion-and so is inflation. The Fed's next move? Probably an awkward silence.

Markets are still high on AI fumes and Bitcoin dopamine, acting like sticky inflation is just another bullish catalyst. If Jay Powell punts the rate cut, growth darlings like Nvidia might be the only lifeboats left in this sea of selective reality. Bonds are boring, banks are flopping-this is a tech-fueled trust fall.

🧠 Big Brain Energy

2.7% CPI, 2.9% core CPI.
That's not pivot fuel, that's "we'll think about it in September" territory. The Fed's next move? A deep breath and a data refresh.

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🧨The Outrage Meter

The U.S. just gave Nvidia a big fat "yes" on sending H20 AI chips to China-after weeks of waving the national security flag. Now ByteDance and Tencent are calling dibs. Market loves it. Congress? Probably less so.

🤔What Do You Think?

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