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- Aug 14 Wholesale inflation indicates the rate cuts are not a done deal
Aug 14 Wholesale inflation indicates the rate cuts are not a done deal
$CFLT $CSCO $DLO
Mukund Mohan
August 14, 2025
Market
“Services inflation provided much of the push higher, rising 1.1% in July for the largest gain also since March 2022” 😮 👹
This still feels like a trap, so I am not taking long positions yet. But all indices were higher
The market is still expecting some form of rate cut in September but it is likely going to be small (0.25% - 0.50%) instead of 3% - which is being suggested by the administration. While the market seems to be expecting a smaller rate cut, any change would be a welcome break for home buyers.
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