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Tom Lee says
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Bullish talk is back.
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The Bank of Japan raised rates by 0.25 percent to 0.75 percent, the highest in 30 years. The decision was unanimous, according to Governor Kazuo Ueda. Japan is tightening for real now. #Japan #Rates
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What just happened with US inflation US core inflation dropped to 2.6%. Lowest level since March 2021. Markets did not expect this. Most people were ready for inflation to rise again. Instead it cooled fast. Both headline and core CPI fell by 40 basis points year on year. That is a big move. One of the strongest drops since 2023. On the surface this looks like a very strong inflation report. Why this move looks extreme The real reason sits in last month data. October CPI was damaged by the government shutdown. Data collection was incomplete so the numbers relied on assumptions. The biggest assumption was shelter inflation. It was set at zero for October. Because of that shelter inflation just showed its largest two month drop since covid. This does not mean it is fake. Housing has been cooling for months. Shelter was the main reason inflation stayed high. This new data fits better with private inflation trackers and the slow cooling trend since 2023. Energy is helping Oil prices are at the lowest level since February 2021. Down around $25 per barrel since inauguration day. Cheaper energy reduces pressure across the economy and supports lower inflation. What this means for the Fed If this trend holds the Fed can focus less on inflation and more on jobs. Unemployment is now 4.6%. Highest since 2021. Markets reacted instantly. Rate cut expectations jumped. There is a 28% chance of a 25 basis point cut at the January 28 meeting. Still most expect no change for now. One print is not enough. Reality check This is disinflation not deflation. Prices are still rising just slower. Since 2020 total inflation is about 25.2%. That is why daily life still feels expensive. The macro picture is shifting. Next data decides if this was real or just a reset. #Macro #stocks
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$ASTER drop to 0.65$ Eyes on it $ASTER give you an opportunity of lifetime I’m waiting 0.60$ then i will add more $ASTER #AsterDEX #CryptoRally
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Japan inflation came down to 2.9%. This gives the Bank of Japan less pressure but inflation is still above comfort. #Japan
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Good CPI means dump. Bad CPI means dump. Stocks up means dump. Stocks down means dump. Japan easing means dump. Japan tightening means dump. Powell hawkish dump. Powell dovish dump. No cuts dump. Cuts dump. Good macro dump. Bad macro dump. Since the October 10 crash, crypto changed. No balance. No relief. Just constant selling. #TrumpTariffs
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