🧨 1️⃣ US GDP in strong mode — REAL

✔️ Real data: The US economy is growing at its best pace since 2023 in quarterly terms.

💥 Solid consumption, active public spending, and resilient employment.

👉 This is macro fuel, not narrative.

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🧨 2️⃣ CPI at 2.7% — REAL, BUT NOT VICTORY

✔️ Real data: Inflation did fall to ~2.7% and surprised to the downside.

❗ Uncomfortable fact: It is still ABOVE the Fed's 2% target.

👉 It is not "mission accomplished", it is deceleration, not total disinflation.

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🧨 3️⃣ Trump appointing Fed president to lower rates — NOT REAL (YET)

❌ Fact: Trump has NOT appointed a new Fed president.

✔️ Reality: He has threatened, pressured, and made his intention clear.

👉 Political narrative, not confirmed fact.

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🧨 4️⃣ Oil at lows since 2021 — REAL

✔️ Real data: Crude fell to levels not seen since 2021.

💣 Direct impact: less inflationary pressure, relief in costs.

👉 This does change the macro board.

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🧨 5️⃣ ETFs with +$1.4 TRILLION in 2025 — REAL

✔️ Hard fact: Record flows into equity ETFs.

💰 Institutional money COMING IN, not going out.

👉 Capital is risk-on, not scared.

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🧨 6️⃣ "Magnificent 7 + AI = $600B/year" — EXAGGERATED

❌ There is no official consolidated figure that confirms that exact number.

✔️ The reality: Flows dominate, capex in AI and market performance.

👉 The concept is real, the number is marketing.

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🧠 FINAL VERDICT (UNFILTERED)

🔥 REAL AND BULLISH

• Strong GDP

• Inflation decelerating

• Cheap oil

• Massive flows to ETFs

⚠️ SMOKE / PREMATURE

• "Trump already controls the Fed" ❌

• "AI $600B confirmed" ❌