I’m looking forward to some positive developments this fall. The market expects the Fed to cut interest rates at the next FOMC meeting on September 18. The U.S. election later this year could also bring important changes. Even though the market has been mostly flat since March, I believe patience will pay off, and our position is still strong.
Recent Events
• July 30-31: FOMC Meeting
No rate cuts were made, and the rate stays at 5.25% to 5.50%.
• August 14: CPI (Consumer Price Index) YoY
July’s CPI inflation rate decreased to 2.9%, slightly below the forecast of 3.0% and down from 3.0% last month.
• August 14: Core CPI (Consumer Price Index) YoY
July’s core inflation rate dropped to 3.2%, matching the forecast and down from 3.3% the previous month.
• August 30: PCE (Personal Consumption Expenditure) Index YoY
July’s PCE Price Index stayed steady at 2.5%, slightly below the forecast of 2.6%.
• August 30: Core PCE (Personal Consumption Expenditure) Index YoY
July’s Core PCE Price Index remained unchanged at 2.6%, just under the expected 2.7%.
Upcoming Events
• September 11: CPI (Consumer Price Index) YoY
• September 11: Core CPI (Consumer Price Index) YoY
• September 12: ECB Eurozone Interest Rate Decision
• September 17-18: FOMC Meeting
I’m keeping a close eye on these events and how they might affect our strategy. Thank you for your ongoing support and trust.
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