[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: 2025-07-22 15:58:52 UTC WEAK DEMAND IS SHAPING INFLATION WHY IT’S TIME FOR THE FED TO EASE ▪️ June CPI came in at XXX% YoY, mostly driven by rent, energy, and dining out. ▪️ But strip out rent #OER, and shelter inflation looks far less alarming. Airfares and both new and used cars continue to fall in price. ▪️ Core #CPI (ex-food and energy) rose just XXX% MoM. Price increases in essentials like food, electricity, and healthcare are selective at best. ▪️ Consumer pressure is mounting - companies are increasingly unable to pass on cost increases. ▪️ On the producer side, #PPI shows almost no price growth. Services actually fell 0.1%, led by declines in travel, transportation, and financials. ▪️ The so-called “core-core” index (excluding food, energy, and shelter) has gone negative in two of the last three months - first time since mid-2020. ▪️ This isn’t a supply story. It’s weak demand, plain and simple. ▪️ Together, CPI and PPI suggest there’s little true inflationary pressure - just inertia in a few sticky components. ▪️ For the #FED, that’s a signal: the economy is far from overheating, and the case for rate cuts is getting stronger. Bond markets will respond to rate cuts in order: first the short end - $SHY. Then the mid-range - $IEF and the 3x leveraged $TYD. And finally the long end - $TLT and the 3x leveraged $TMF. Follow me: @SoJustFollowMe  XXX engagements  **Related Topics** [coins energy](/topic/coins-energy) [fed](/topic/fed) [federal reserve](/topic/federal-reserve) [inflation](/topic/inflation) [Post Link](https://x.com/SoJustFollowMe/status/1947687799051739422)
[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: 2025-07-22 15:58:52 UTC
WEAK DEMAND IS SHAPING INFLATION WHY IT’S TIME FOR THE FED TO EASE
▪️ June CPI came in at XXX% YoY, mostly driven by rent, energy, and dining out. ▪️ But strip out rent #OER, and shelter inflation looks far less alarming. Airfares and both new and used cars continue to fall in price. ▪️ Core #CPI (ex-food and energy) rose just XXX% MoM. Price increases in essentials like food, electricity, and healthcare are selective at best. ▪️ Consumer pressure is mounting - companies are increasingly unable to pass on cost increases. ▪️ On the producer side, #PPI shows almost no price growth. Services actually fell 0.1%, led by declines in travel, transportation, and financials. ▪️ The so-called “core-core” index (excluding food, energy, and shelter) has gone negative in two of the last three months - first time since mid-2020. ▪️ This isn’t a supply story. It’s weak demand, plain and simple. ▪️ Together, CPI and PPI suggest there’s little true inflationary pressure - just inertia in a few sticky components. ▪️ For the #FED, that’s a signal: the economy is far from overheating, and the case for rate cuts is getting stronger.
Bond markets will respond to rate cuts in order: first the short end - $SHY. Then the mid-range - $IEF and the 3x leveraged $TYD. And finally the long end - $TLT and the 3x leveraged $TMF.
Follow me: @SoJustFollowMe
XXX engagements
Related Topics coins energy fed federal reserve inflation