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![YuliaBullion Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1837889258931343360.png) Yulia [@YuliaBullion](/creator/twitter/YuliaBullion) on x XXX followers
Created: 2025-07-16 12:14:00 UTC

🔥【Global PPI Deep Fission】China's industrial deflation worsens vs. US inflation stickiness game - A full perspective on the core trading logic in the second half of 2025:

📉 China PPI: XX months of deflation in a desperate spiral
Data abyss
→ PPI in June was -XXX% year-on-year (expected -3.2%), the largest drop in XX months
→ Means of production prices plummeted -XXX% (mining industry -13.2%), domestic and foreign demand doubled

Policy dilemma
→ Overcapacity meeting ineffective, real estate crisis suppresses price transmission
→ Goldman Sachs lowered the full-year PPI to -2.8%, Nomura sees -XXX%

Key insights: China's #PPI-CPI scissors gap widened to -3.7%, industrial enterprise profits continued to be under pressure

📈 US PPI: The fuse of tariff inflation is ignited
Today's focus
→ PPI is expected to be +0.2% month-on-month in June (-0.5% in May), and core PPI will accelerate simultaneously
→ Tariff transmission: furniture/clothing prices have jumped

Fed hawkish ammunition:

If PPI exceeds expectations, the probability of a rate cut in September may drop sharply from XX% to below XX%

Commodity hedging:

+ Short copper/rebar: China's real estate operating rate↓+overstock of billets

- Long Brent crude oil: US tariffs trigger supply chain reconstruction (target $85)

Foreign exchange attack and defense:

Long USD/RMB: China-US PPI divergence boosts carry trade (stop loss 7.15)

Short AUD/JPY: Resource-manufacturing country currency pairs are impacted

Gold window:
Break through 3340 and chase long: If the EU announces counter-tariffs, it will trigger risk aversion
Stop loss below 3300: PPI strengthens hawkish expectations, triggering a stronger dollar

Nuclear explosion event calendar
July 16, 20:30: US June PPI released (gold volatility GVZ may hit 25)

July 25: ECB interest rate decision (rate cut expectations 85%)

August 1: Trump's XX% tariff on the EU takes effect

If you need a professional financial analyst to develop strategies and trading signals for you, please add my WHATSAPP +447733190943

#GlobalInflation #PPISniperWar #GoldBreakthrough #CommodityCycle


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945456882166145191/c:line.svg)

**Related Topics**
[mining](/topic/mining)
[china](/topic/china)
[inflation](/topic/inflation)
[deflation](/topic/deflation)

[Post Link](https://x.com/YuliaBullion/status/1945456882166145191)

[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.]

YuliaBullion Avatar Yulia @YuliaBullion on x XXX followers Created: 2025-07-16 12:14:00 UTC

🔥【Global PPI Deep Fission】China's industrial deflation worsens vs. US inflation stickiness game - A full perspective on the core trading logic in the second half of 2025:

📉 China PPI: XX months of deflation in a desperate spiral Data abyss → PPI in June was -XXX% year-on-year (expected -3.2%), the largest drop in XX months → Means of production prices plummeted -XXX% (mining industry -13.2%), domestic and foreign demand doubled

Policy dilemma → Overcapacity meeting ineffective, real estate crisis suppresses price transmission → Goldman Sachs lowered the full-year PPI to -2.8%, Nomura sees -XXX%

Key insights: China's #PPI-CPI scissors gap widened to -3.7%, industrial enterprise profits continued to be under pressure

📈 US PPI: The fuse of tariff inflation is ignited Today's focus → PPI is expected to be +0.2% month-on-month in June (-0.5% in May), and core PPI will accelerate simultaneously → Tariff transmission: furniture/clothing prices have jumped

Fed hawkish ammunition:

If PPI exceeds expectations, the probability of a rate cut in September may drop sharply from XX% to below XX%

Commodity hedging:

  • Short copper/rebar: China's real estate operating rate↓+overstock of billets
  • Long Brent crude oil: US tariffs trigger supply chain reconstruction (target $85)

Foreign exchange attack and defense:

Long USD/RMB: China-US PPI divergence boosts carry trade (stop loss 7.15)

Short AUD/JPY: Resource-manufacturing country currency pairs are impacted

Gold window: Break through 3340 and chase long: If the EU announces counter-tariffs, it will trigger risk aversion Stop loss below 3300: PPI strengthens hawkish expectations, triggering a stronger dollar

Nuclear explosion event calendar July 16, 20:30: US June PPI released (gold volatility GVZ may hit 25)

July 25: ECB interest rate decision (rate cut expectations 85%)

August 1: Trump's XX% tariff on the EU takes effect

If you need a professional financial analyst to develop strategies and trading signals for you, please add my WHATSAPP +447733190943

#GlobalInflation #PPISniperWar #GoldBreakthrough #CommodityCycle

XXX engagements

Engagements Line Chart

Related Topics mining china inflation deflation

Post Link

post/tweet::1945456882166145191
/post/tweet::1945456882166145191