[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.]  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  **Related Topics** [mining](/topic/mining) [china](/topic/china) [inflation](/topic/inflation) [deflation](/topic/deflation) [Post Link](https://x.com/YuliaBullion/status/1945456882166145191)
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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
