To The Moon

U.S. May Consumer Price Index (CPI) Rises Below Expectations for the Fourth Consecutive Month The May CPI data came in below expectations across the board. The annual CPI rose by 2.4%, lower than the market forecast of 2.5%; core CPI increased by 2.8% year-on-year, also below the expected 2.9%; and the monthly core CPI rose by just 0.1%, under the forecasted 0.3%. These figures have further eased market concerns about runaway inflation and reinforced expectations that the Federal Reserve may begin cutting interest rates in September. However, while overall price pressures remain manageable, the Trump administration's tariff policies could still exert upward pressure on inflation, allowing the Fed to maintain a relatively hawkish stance in the short term. Energy Prices Continue to Decline,

Recently, the international crude oil market has exhibited a series of complex and volatile dynamics, with price movements showing a dual characteristic of short-term strength and medium-to-long-term pressure under the interplay of multiple factors.Since June, although the overall increase in oil prices has been limited, the continuous upward trend has drawn widespread market attention. Now that the market has fully digested the earlier expectations of an OPEC+ production increase, can the sustained rally truly shift the prevailing pessimism or alter the medium-to-long-term outlook? Short-Term Bullish Factors Support Oil Price Rebound The recent resilience in oil prices is primarily driven by three short-term bullish factors: First, escalating geopolitical tensions in the Middle East have

This week's tech market has hidden a lot of structural variability in the midst of overall moderation.From the macro to the plate, to the company's fundamentals, multiple dimensions intertwined the current complex and full of opportunities.First, the macro risk is rising: tariff game resurfacesWhile the military tension between Israel and Iran has not subsided, a new round of tariff negotiations between the US and Vietnam has become the focus of recent market attention.Bloomberg reported that the U.S. is proposing to impose 20-25% tariffs on Vietnam's exports, significantly higher than the 10% range previously expected by the market.Tariff risk has re-emerged as a major variable weighing on risk appetite as the July 9 deadline for negotiations approaches.Over the past few weeks, market cap

Last Week's RecapThe US Market - Stocks retreated amid escalating tensions in the Middle EastThe stock market erased modest weekly gains on Friday after Israel launched a wave of airstrikes on Iran. Friday sell-off pushed major indexes into negative territory for the week, The Dow ended the week with a decline of 1.32%. The CBOE Volatility Index (VIX) spiked 24%, reflecting heightened investor anxiety amid the escalating Middle East conflict.Brent and WTI crude futures both surged around 12%, with WTI briefly approaching $74 per barrel. Gold prices also climbed to a near two-month high as investors sought safe-haven assets.“If elevated crude prices persist, they’ll have an almost immediate impact on inflation,” said Mark Malek, Chief Investment Officer at Siebert Financial.The May CPI and