Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Personal Finance / Macroeconomic Trends & Risks
Unthreaded | Threaded | Whole Thread (3) |
Author: OrmontUS ✭✹  😊 😞
Number: of 4582 
Subject: CPI to 2.9%-3.1%
Date: 09/11/25 3:21 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
CPI for all items rises 0.4% in August; shelter and food up
09/11/2025

In August, the Consumer Price Index for All Urban Consumers rose 0.4 percent, seasonally adjusted, and rose 2.9 percent over the last 12 months, not seasonally adjusted. The index for all items less food and energy increased 0.3 percent in August (SA); up 3.1 percent over the year (NSA).
________________________________________________

I guess the stock market is betting that the Fed is more concerned about the drop in employment than the rise in inflation and will cut rates accordingly at their meeting this month. The EU central bank held the line.

I'm guessing the market will go down on the day their announcement is made - regardless of a cut or not (but further if they don't cut). (Buy on the rumor, sell on the news).

Jeff
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to OrmontUS here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 4,576 posts about Macroeconomic Trends & Risks. The article-length ones it recommended most:
AI Tarpits · 36 recs · 2026
End of an era - profit slowdown · 36 recs · 2023
Control Panel: Trend changes in 2026 · 34 recs · 2026
From the Oregon Bay Area (a blogger) · 33 recs · 2025
Lerner Symmetry Theorem · 32 recs · 2025
Unthreaded | Threaded | Whole Thread (3) |


Announcements
Macroeconomic Trends & Risks FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Macro | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community