Dober dan, vlagatelji 🌤️
🚨 INFLACIJA V ZDA SPET VZTRAJA: oktobrski CPI presegel napovedi
📊 Skupni CPI: +0.4% na mesečni ravni (napoved +0.3%, september +0.6%)
📊 Osnovni CPI: +0.3% na mesečni ravni (napoved +0.2%), že tretjič zapored 0.3%
🛒 Hrana +0.5%, energija +0.7%, stanovanjski stroški +0.3% (več kot 30% celotne rasti)
⚠️ Ta mesec uradna medletna stopnja ni na voljo: zaradi zaprtja vlade leta 2025 manjka osnova za oktober 2025
Fed Governor Waller said this morning that if core came in around 0.3% or higher, a 50bp hike in December "should be considered." Core just printed 0.3%.
🟢 Bull case: headline slowed from 0.6% to 0.4%, oil is falling below $90 Brent, and a hike that's mostly priced in may already be in stocks.
🔴 Bear case: core is stuck at 0.3%, and a 50bp December hike is now in play. That's a direct hit to long-duration tech and AI valuations.
👇 25bp or 50bp in December? Where do you stand?
$SPX500 $NSDQ100 $NVDA $TSLA $AAPL $MSFT $AMZN $META $GOOG $BTC
#StockMarket #Investing #Economy #Inflation #FederalReserve #Macro #MarketNews #FinancialMarkets
