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Inflation is gone?
Tomorrow: Invest with Pete Live Webinar
Inflation number is out and many more for this week! Let’s dive into the key points.
Also look out for the LIVE webinar link for tomorrow!
📢 Mark Your Calendar!
Join me this Thursday, 14 Aug at 9pm for the Invest with Pete Live Webinar 🎥🔥
We’ll dive into:
✅ Trump’s latest moves and what they mean for your portfolio
✅ China tariff extension and crypto in 401(k)s
✅ Market shake-ups from Apple, Nvidia, Bitcoin and more
✅ PLUS… I’ll reveal my favourite sector to invest in right now (and why I’m loading up)
📍 Don’t miss the chance to get the full breakdown, my strategies, and live Q&A.
1. “Tariff Truce Extended: China Gets a 90-Day Timeout ⏳”
Trump decided not to pull the trigger on the next round of China tariffs… yet. Instead, he’s given everyone 90 more days to keep talking (or arguing politely over trade dinners). This is basically like hitting the snooze button on a fight — no one wins yet, but no one gets knocked out either.
💡 Investor angle: Markets love certainty (and free snacks at the negotiation table). This pause is a breather for companies that rely heavily on imports and exports. But remember the clock’s still ticking. If talks collapse in November, brace yourself for a sudden “tariff tantrum” in the markets.
2. “Crypto in 401(k)s: Retirement Just Got Spicy 🌶”
Trump’s new order lets Americans put crypto, private equity, and real estate into their retirement accounts. Yep, your grandparents could technically now own Bitcoin in her 401(k) though she might still prefer her “safe” bank deposits.
💡 Investor angle: This could open the floodgates for capital into crypto and alternative assets. Big growth potential… but also big mood swings. Private equity fees are chunky, and crypto can crash hard. Diversification is great, just don’t turn your retirement account into a meme coin portfolio. I would prefer Bitcoin and Ethereum
3. “Does the Jobs Report Get Canceled? Trump’s BLS Pick Sparks Firestorm 🎭”
Trump has nominated E.J. Antoni, backed by the Heritage Foundation, to lead the Bureau of Labor Statistics—and he’s floated suspending the monthly jobs report over data accuracy concerns, suggesting quarterly updates instead. Meanwhile, he fired the prior commissioner after a poor July jobs print and massive revisions.
💡 Investor angle: Employment data is one of the Fed’s holy grails when deciding rates. If the info slows down, markets might get twitchy and start relying on less official data. That means more uncertainty, more rumours, and possibly wilder price swings on jobs day. Frankly, this is great news to investors who know what they are doing. Fluctuations is opportunity and options premium get higher too! Win-win.
4. “S&P 500 Breaks 6,400: Bulls on Parade 🐂🎉”
The S&P 500 just closed above 6,400 for the first time. Cooler inflation numbers have traders betting the Fed will cut rates in September, almost like they’re already planning the victory dance.

Source: CPI inflation calculator
💡 Investor angle: Lower rates + tame inflation = markets in party mode. But don’t ignore the dangers lurking, tariffs and spending risks are still hanging around the edges. A sudden in numbers can send the Fed scrambling. I am expecting a market pull back in September
Happy Hunting!
Pete
Invest with Pete
🚨‼️ By the way, I’ll never PM anyone on telegram or any other social media platforms. If you receive any “Pete” messaging you, these are scammers impersonating me. Pls beware!
The information provided in this newsletter is for informational purposes only and does not constitute financial advice. Readers should seek their own independent financial advice before making any investment decisions. Please note that while Pete is a portfolio manager, the opinions expressed in this newsletter are his own and do not represent the views of any organization. Always perform your own research and due diligence before investing.
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