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#美国宏观经济数据 Seeing this wave of data and statements, I have to be honest: Trump touts GDP at 4.3%, praising tariff policies as impressive, but then the Federal Reserve's Harker immediately says "Inflation is still a big problem, and we need to keep interest rates steady until spring"—these two voices are at odds. What does that indicate? It shows that the underlying logic hasn't been clarified yet.
I've seen too many such situations on-chain. One side is shouting that the economy is improving, while the other is worried about sticky inflation. This is the core contradiction in market pricing. 61 economists predicted incorrectly, only a few guessed right—sounds great, but don't be fooled by the narrative of "I'm smarter than the experts"—the real danger isn't whether predictions are right or wrong, but when such optimistic expectations and inflation concerns coexist, market volatility becomes an excellent opportunity to "harvest the leeks."
Tariffs boosting GDP and strong consumption data look good, but is there really no inflation? The Federal Reserve's stance has long been clear—they see a reality different from the press releases. This is a painful lesson for me: when macro data looks good, it's often the most hidden risk, especially when official statements diverge. Don't be blinded by short-term prosperity; this situation will continue to tighten until spring. Stay alert, wait until the trend is truly clear before taking action.