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August 12, 2025 4 mins

Is this rally real—or a Fed-fueled illusion? Futures slip, yields tick up, dollar steady, and the market’s pricing a fairy-tale pivot. Let’s cut the noise.Here’s today’s Daily Market Narrative going into August 13:Narrative watch: “Good CPI = Fed cuts = to‑the‑moon.” Neat story… if inflation stays tamed and the dollar doesn’t revolt.Scoreboard: Futures soft, 10Y yields higher, dollar flat-ish, gold bid, oil off, Bitcoin doing Bitcoin.Headlines: Record closes off one CPI print and rate‑cut bets. Everyone’s playing “follow the Fed.”Critique: Narrow leadership (AI megacaps) ≠ broad strength. Betting the house on one data point is how hangovers start.Forward look: MBA housing reads, and Fed speakers Barkin + Goolsbee—low‑impact on paper, high‑signal between the lines.Drop your take: sustainable rally or narrative bubble? Like, subscribe, and share if you want straight talk without the hopium.Hashtags: #StockMarket #CPI #FederalReserveDisclaimer: This content is for entertainment and educational purposes only and is not financial advice.

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