Gert van Lagen|Jul 16, 2026 08:31
Inflation is cooling way faster than expected. Fed policy seems too restrictive at the moment.
📉CPI surprised to the downside.
📉PPI turned strongly negative.
The implications are straightforward:
↓ Inflation
↓ Fed Rate
↓ USD
↑ Global liquidity
↑ Bitcoin/Risk-on (Gert van Lagen)
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