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Adam Cochran (adamscochran.eth)
Adam Cochran (adamscochran.eth)|Jul 03, 2025 22:46
The question now as an investor is do you prepare for stagflation (current case), a slow down (weak commodities), or just a full on dollar weakness/reserve status gone. This weekend going to put my thoughts together for all of these, but honestly that last one is enigma because I don’t think we ever thought someone would want to add *trillions* in debt, on an already weak bond market, add tariffs, and push to cut rates all at once! 😅 It’ll take some folks time to realize what’s happened, as a lot of things will look like they are rising because the denominator is cooked!
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Timeline

Aug 02, 18:20【The employment report increases the possibility of interest rate cuts】
Aug 02, 09:15【The Federal Reserve may cut interest rates by 50 basis points in September】
Aug 01, 06:44【The US dollar has hit a two month high, but weak factors still exist】
Aug 01, 00:19【The market's response to the latest US tariffs has been lackluster】
Jul 31, 12:50【The impact of economic turbulence and interest rate cuts in the United States】
Jul 30, 23:52【The inflation gap is higher than the employment gap, making it difficult for the Federal Reserve to cut interest rates】
Jul 30, 11:11【The softening of the Fed's wording may lead to the decline of treasury bond bond yields】
Jul 25, 08:49【Bitcoin falls, US interest rate cuts expected to cool down】
Jul 24, 14:23【The uncertainty of the Federal Reserve puts pressure on the US dollar】
Jul 24, 10:02【The abnormal trend of the US dollar affects Powell's decision to cut interest rates】

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