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How to position in the market when U.S. macroeconomic data disrupts it?

On July 15, the U.S. June unadjusted CPI year-on-year was recorded at 2.7%, slightly exceeding the expected 2.6%; the unadjusted core CPI ye Show More
On July 15, the U.S. June unadjusted CPI year-on-year was recorded at 2.7%, slightly exceeding the expected 2.6%; the unadjusted core CPI year-on-year was recorded at 2.9%. On July 16, the U.S. June PPI increased by 2.30% year-on-year, below the expected 2.50%, and the previous value increased by 2.60%. Interest Rates are still indicating a very low possibility of interest rate cuts by the Federal Reserve this month, but there is a significant chance of a 25 basis point cut in September. Macroeconomic data is disturbing the market, and with the impact of Trump's tariffs, how to respond?
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