RE: Rayner Out6 Sep 2025 13:24
The drop in commodities and the affects in the price takes time to filter through, but also shows the demand is softening which is where growth stocks is something i would avoid imho. Equally, the price let's say in oil drops, could result in some mines closing as they would end up producing at a loss which would reduce supply and could pushed the oil higher. Soo much at play. But what economist are saying, US should have cut rates in June, so is the economy driving itself into a recession.
Imagine an avalanch. Ull see the edges breaking away which is cracks showing in the labour market, the disturbance leads to a momentum for the large scale avalanche to follow. Is the avalanche to follow in the next read? Is the cpi day this coming week in US follow the uptick that's happen in EU and UK. Odd are in favour of US inflation rising because the tariffs are on imports to US. So is September being the volatile month live to its expectation? Imho