To The Moon

AbstractThe June inflation report is far from routine - it is a key test of the timing of the Fed's policy shift and a litmus test of the market's belief in the "soft landing" narrative.The performance of core commodities under the shadow of tariffs and the degree of intransigence of housing inflation are two "time bombs" that will directly determine market sentiment and the Fed's path of action.The forward-looking view is exceptionally clear - unless CPI comes in significantly lower than expected (which is relatively unlikely), market bets on a September rate cut look overly optimistic.Data Outlook: June Inflation Expected to Slow Across the BoardBased on a combination of high-frequency data, commodity price trends and rental indicators, the current market consensus is cold and unanimous:

In recent months, while gold has been trading sideways, silver has been quietly climbing. Although it’s still some distance away from its all-time high, silver’s inherent volatility means it can’t be ruled out that a new high might be within reach. Interestingly, previous surges in silver prices have often been followed by significant market events of various kinds—each time marking dramatic moves in global finance. The question now is whether this pattern will repeat.Looking back at the monthly silver price chart, it’s clear that during the years 2008, 2011, and 2020, silver experienced sharp rises or rebounds, only to be followed by equally dramatic crashes. Chronologically, these peaks align with three major market shockwaves: the subprime crisis, the European debt crisis, and the Covid

As of Monday's market close, $Dow Jones(.DJI)$ gained 0.20%, $S&P 500(.SPX)$ increased 0.14%, and $NASDAQ(.IXIC)$ gained 0.27%, showed minor gains of the market. Data from TradingView shows that 26 companies with a market cap of over $10 billion have reached new highs.Trade Policy Developments: Trump announced a 30% tariff on the EU and Mexico, effective August 1. The EU stated it will delay countermeasures until early August while seeking negotiations. The U.S. also imposed a 17.09% anti-dumping duty on Mexican tomatoes, which may contribute to rising food inflation. Trump threatened to impose "severe tariffs" on Russia if no peace deal is reached within 50

Bitcoin, the world's largest cryptocurrency, crossed the $123,000 mark for the first time on Monday, driven by the Trump administration's friendly policies and big money allocations. BlackRock's Bitcoin Spot ETF is moving towards a $100 billion scale.With stablecoin legislation on the verge of passage, U.S. House Republicans announced "Cryptocurrency Week". In the latest move to deregulate, U.S. officials on Monday released new guidance on how banks can provide custody services related to digital asset classes.The squeeze on Bitcoin shorts wiped out billions of dollars in bearish bets, which in part helped Bitcoin rebound by about 15% over the past week.This is in stark contrast to what was happening some time ago. For months, Bitcoin has remained within a narrow range of volatility, as in