ajtj's Post-Lobotomy Market Charts and Thoughts Message Board

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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts

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Sun Tzu

To: Sun Tzu who wrote (94512)	8/25/2025 9:52:35 PM
From: ajtj99	1 Recommendation of 97593

S&P Global on Friday said the labor market is now stronger and manufacturing backlogs are the biggest they've been for 6-months. The case for a cut is based upon 2-month old data. This is the newest data point, and it doesn't back cuts. There will be another report just prior to the Sept. Fed meeting, and it is not likely to diverge from this one. 2.5% GDP run rate in the 3rd qtr is not grounds for a rate cut, and that's what is projected right now.

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