🇺🇸👀 #macro USA:
- PCE Price Index (June):
- m/m: 0.3%(prog: 0.3%; before: 0.1%)
- g/g: 2.6%(prog: 2.5%; before: 2.3%)
- Basic PCE (g/g): 2.8%(prog: 2.7%; before: 2.7%)
- Initial Jobless Claims: 217 thousand (before: 217 thousand)

🇺🇸 The United States increased average duties to about 18%, which can bring $ 450 billion a year (compared to $ 77 billion in 2024), according to RBC Bluebay. The Director of Information Technologies Mark Dauding believes that this can reduce the budget deficit to a little less than 7% of GDP next year. #macro

🇺🇸👀 #macro USA (July):
- Nonfarm Payrolls: 73 thousand (before: 147 thousand);
- Unemployment: 4.2% (previously: 4.1%)

🇺🇸👀 #Macro Nick TiMiramios (WSJ reporter, known as the "Rupor Federal Reserve") said that a slowdown in the growth rate of employment over the past three months, perhaps opened the Fed’s officials to consider reducing the interest rate at their next meeting in September: "At least this emphasizes the difficult balance, with which they come across in the conditions of slowing down the economic growth and growth of growth inflationary pressure ".

🇺🇸🔮 #macro Kalshi: Вероятность снижения ставки ФРС в сентябре выросла до 75% после сегодняшних данных по занятости.

🇺🇸👀 #Macro USA (July):
- S&P ManUFACTURING PMI: 49.8 (before: 49.5);
- ISM ManUFACTURING PMI: 48 (before: 49)

🔮 Goldman Sachs expects 3 consistent decrease in 25 BP rates, starting in September. x #macro

🇺🇸👀 #Macro Initial Jobless Claims: 226 thousand (before: 218 thousand)

🇺🇸👀 #macro USA Consumer inflation expectations (July): +3.1% (before: +3%)

⚡️🇺🇸 #macro USA:
- consumption (CPI; July):
- m/m: 0.3%(prog: 0.2%; before: 0.3%)
- g/g: 2.7%(prog: 2.8%; before: 2.7%);
- basic (CPI) (g/g): 3.1%(prog: 3.0%; before: 2.9%).

🇺🇸👀 #Macro after consumption (CPI) coincided with expectations, traders increased the expectations of reducing the rate in September to 80%.

🇺🇸🍿 Scott Immentine said that the Fed should consider reducing the rate at his meeting in September. bloomberg #macro

🇺🇸⚡️ #macro USA:
- Prominflation (ppi; July):
- m/m: 0.9% (before: 0%)
- g/g: 3.3% (before: 2.3%);
- Basic PPI: 3.7% g/g (before: 2.6%)
- Initial Jobless Claims: 226 thousand (before: 226 thousand)

🇺🇸🍿 FRS Pa, Chairman of the FRS will perform next week with a speech about the Fed’s policy. #macro

🇺🇸👀 #macro retail sales (July): 0.5% (before: 0.6%)

🇺🇸📉 Bitcoin Archive: The US dollar has currently lost ~ 10% of its cost this year. #macro

🇺🇸👀 #macro #FOMC FRS meeting protocols:
- most representatives of the Fed considered appropriate to maintain the interest rate without changes (except Bowman and Waller) and expect an increase in inflation in the short term;
- Vulnerabilities in the sector of hedge funds, stablecoins and non-bank creditors require monitoring.

🇺🇸👀 #macro USA:
- Initial Jobless Claims: 235 thousand (before: 224 thousand);
- Philadelphia Fed manufactoring index (Aug): -0.3 (before: +15.9)

🇺🇸👀 #macro USA (August; Beds):
- S&P Composite PMI: 55.4 (before: 55.1);
- S&P ManUFACTURING PMI: 53.3 (before: 49,8);
- S&P Services PMI: 55.4 (before: 55.7).

🇺🇸👀 #Macro traders now believe that the probability of reducing the Fed’s rate in September has decreased to 77%.