🔹 Market Note (Sep 11 CPI Outlook)

U.S. inflation on Sep 11 is expected to come in high, likely triggering a market decline.

Report reflects August CPI → a lagging structure, making it somewhat predictable in advance.

Jobs have fallen for 4 consecutive months while inflation rebounds → raising stagflation concerns.

Powell stresses “inflation below 2%,” but with CPI at 2.7%, a rate cut could be seen as politically motivated.

Trump’s tariffs add upward pressure on prices → risk of being judged a policy failure.

Risk of a sharp downturn increases from late Q3 into early Q4.

💡 Ultimately, the market may conclude that Powell was right, while Trump’s policies bring confusion and a loss of credibility.

⚠️ This is purely my personal view. All investment decisions are solely your own responsibility.