المنشور

MRKIMURARA
MRKIMURARA
BREAKING 🚨 The August PCE report came in noticeably softer than expected: Headline PCE: 3.4% YoY vs 3.7% expected Core PCE: 3.0% YoY, also below expectations Core PCE MoM: +0.2% Consumer spending: still strong at +0.9% MoM Fed target: 2%, so inflation is not beaten — just cooling. 👻 What matters for your macro thesis The immediate transmission is: Cooler PCE → lower rate-hike urgency → lower Treasury yields → softer dollar/financial conditions → more breathing room for risk assets.

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