Trump tells FED & GS how it is / Markets ALL time highs, goldilocks + fiscal largess / USD softer again, metals up

Markets : U.S CPI 'goldilocks' scenario (cool enough to avoid tightening but not recessionary - lets the FED and other central banks stay accommodative), as U.S Rent index is down hard, falling 9.3% over the last year, global equities hitting new record highs, FED cutting in Sep is a dead cert ! (as per market pricing), fiscal excess...USD softer again, risk rallies, metals rally, everything rallies..pretty much, few negative spot on specific stories clearly, but all pretty happy times right now for Mr Market. Musk takes on APPL, Trump wants to sue FED's Powell and tells GS to sack their economist over tariffs predictions...
ALL time highs on stocks, home prices, BTC, GOLD, money supply, National debt, CPI Inflation is about 4% per year since 2020 (double FED target)...and Trump/market wants 2 cuts this year and another 2 or 3 in 2026....
The U.S CPI was taken as dovish: Underlying inflation in the US increased in July, with the core CPI rising to 3.1% compared to the expected 3%. This increase was driven by higher service prices such as airfares, medical care, and recreation. Costs for tariff-exposed goods rose less than anticipated, Sep FED cut fully priced
In July, the US Government collected $338 bn. Just one big problemos… spending was $ 630 bn (supporting equity markets though..)