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Reddit — r/stocks
· September 03, 2026 at 09:30
· ⬆ 7 pts
· 💬 26 comments
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AI Summary
Summary
Thread is dominated by one macro bearish comment: US bonds are signaling the FOMC will have to raise rates to control inflation.
Expects upcoming CPI/PPI to be ugly due to resumed war effects and diesel price passthrough into food/transportation.
Second comment about Steve Ballmer/Clippers is off-topic and has no market relevance.
Score7
Comments26
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[+6] u/throwaway9gk0k4k569: If you don't think the FOMC is going to raise interest rates, go look at US bonds and then tell me there is another way to get that situation under control.
I don't think they can get a financial repression system in place soon enough, and this is a global problem anyway, not a national one, so repression mechanics are much less effective in that scenario.
It seems like the market is trying to creep up because of that less-than-great ADP employment report, but it wasn't negative jobs and I don't think the gov reports between now and the next week would change things.
CPI/PPI next week is probably going to be bad due to resumed war and the diesel price passthrough is not going to be ignored. That will seal the deal, I think.
Diesel is going to make food and transportation prices explode in the next three months. The FOMC members are not stupid. They know this.
Trump currently thinks he's winning. See the WSJ article from yesterday. His plan is to continue like this for another six months.
It's not going to last six months when diesel hits $6.50. And between tropical storms, required maintenance after running over 95% util for an extended period of time, school busses starting to run, farmers harvesting, and dwindling supplies already, prices will most definitely hit at least $6.50.
Explain why I am wrong, and I would like to be wrong.
[+5] u/iamakarathereisaplac: Steve Ballmer really cooked the Clippers, damn.