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Caleb Franzen|Aug 04, 2025 12:44

Bank credit growth is accelerating. M2 money supply growth is accelerating. From a monetary standpoint, these are inflationary. Then add tariffs + fiscal stimulus. CPI inflation is higher today than in March/April 2025 on a YoY basis. It's clear why the Fed is hesitant.(Caleb Franzen)

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Sep 03, 10:15The Federal Reserve's independence impacts market pricing

Sep 02, 22:10The probability of a Federal Reserve rate cut in September reaches 90.5%.

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Sep 02, 02:01The market is still in a consolidation phase, small funds are scalping for short-term trades.

Sep 01, 21:15The Federal Reserve has an 87% probability of cutting interest rates.

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