[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Denistratos [@SoJustFollowMe](/creator/twitter/SoJustFollowMe) on x XXX followers Created: 2025-07-15 13:56:08 UTC JUNE INFLATION - NO SURPRISES The headline #CPI came in at +0.3% m/m and +2.7% y/y - overall, that’s within expectations. #CoreCPI (excluding volatile categories) was +0.2% m/m and +2.9% y/y. CORE CPI IS TICKING UP - BUT NOTHING DRAMATIC Yes, core inflation is accelerating - just as expected, the pressure is coming from services. That part remains sticky: the trend is slow but persistent. In the base case, we’re likely heading back above X% y/y. TARIFF-EXPOSED CATEGORIES - STILL QUIET Interestingly, there’s no visible pickup yet in the categories expected to be hit by tariffs. Inventory levels and intense competition are still holding prices down, especially in durable goods. RATE CUT EXPECTATIONS - LOOKING MORE GROUNDED The market’s increasingly pricing in two rate cuts this year. In my view, that’s a reasonable outlook based on current data - no overreaction either way. #SoJustFollowMe #SoJustMarketAnalytics #Fed #Powell #Inflation $SHY $IEF $TYD $TLT $TMF  XXX engagements  **Related Topics** [categories](/topic/categories) [inflation](/topic/inflation) [Post Link](https://x.com/SoJustFollowMe/status/1945120196739653977)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Denistratos @SoJustFollowMe on x XXX followers
Created: 2025-07-15 13:56:08 UTC
JUNE INFLATION - NO SURPRISES
The headline #CPI came in at +0.3% m/m and +2.7% y/y - overall, that’s within expectations. #CoreCPI (excluding volatile categories) was +0.2% m/m and +2.9% y/y.
CORE CPI IS TICKING UP - BUT NOTHING DRAMATIC
Yes, core inflation is accelerating - just as expected, the pressure is coming from services. That part remains sticky: the trend is slow but persistent. In the base case, we’re likely heading back above X% y/y.
TARIFF-EXPOSED CATEGORIES - STILL QUIET
Interestingly, there’s no visible pickup yet in the categories expected to be hit by tariffs. Inventory levels and intense competition are still holding prices down, especially in durable goods.
RATE CUT EXPECTATIONS - LOOKING MORE GROUNDED
The market’s increasingly pricing in two rate cuts this year. In my view, that’s a reasonable outlook based on current data - no overreaction either way.
#SoJustFollowMe #SoJustMarketAnalytics #Fed #Powell #Inflation $SHY $IEF $TYD $TLT $TMF
XXX engagements
Related Topics categories inflation
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