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![CobakOfficial Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::980079455702953984.png) Cobak [@CobakOfficial](/creator/twitter/CobakOfficial) on x 75K followers
Created: 2025-07-15 03:00:50 UTC

📢 June CPI drops today — could it trigger a pullback?

Markets are watching closely:
Will Trump’s new tariffs finally show up in inflation data?

📌 Wall Street expectations:
– Core CPI (YoY): +3.0%
– Headline CPI (YoY): +2.6%
Both likely higher than May, driven partly by tariffs.

📊 Scenarios:

🤬 Above expectations:
– Bond yields spike
– Tech stocks correct
– Stronger USD
– Sept rate cut odds drop

😉 Below expectations:
– Dollar weakens
– Stocks rally
– Bond demand rises → yields fall
– Rate cut hopes surge

🫠 In line with forecast:
– July rate cut hopes: gone
– Sept cut? Also fading
– Markets may stall near a short-term top

Bottom line:
Markets need a downside surprise to keep rising.
And this CPI isn’t just about inflation — it’s the first real test of tariff impact.

Brace for volatility. 📉📈

![](https://pbs.twimg.com/media/Gv3eZ3zWMAASRzB.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944955286596542915/c:line.svg)

**Related Topics**
[fed rate](/topic/fed-rate)
[united states dollar](/topic/united-states-dollar)
[stocks](/topic/stocks)
[fixed income](/topic/fixed-income)
[wall street](/topic/wall-street)
[tariffs](/topic/tariffs)
[trumps](/topic/trumps)
[drops](/topic/drops)

[Post Link](https://x.com/CobakOfficial/status/1944955286596542915)