Daily Brief: Trading Partner Inflation Check — August 2026
Seven of nine US trading partners saw inflation accelerate in August, reversing months of disinflation. India leads at 4.82%, China sits at 0.8%. Here...
Daily Brief: Consumers Shrug Off Rate Fears — Retail Sales Surge 1.2% as Fed Prepares First Hike Since 2023
Retail sales surged 1.2% in August — the biggest jump in five months — just hours before the Fed is expected to deliver its first rate hike since 2023.
Daily Brief: Core CPI Surprise Gives Fed Hawks More Ammunition
August CPI held at 3.4% but core rose 0.3% against 0.2% expected — a surprise that pushes rate-hike odds higher. Michigan sentiment forecast at 51.0.
Daily Brief: PPI Hits 5.4% as $100 Oil Keeps the Inflation Pressure On
August producer prices rose 5.4% year-over-year, slightly above forecasts. Core PPI came in below expectations, but with oil above $100 and CPI due...
Daily Brief: PPI and CPI Loom as Oil Tops $96 and the Fed’s Decision Window Opens
PPI Thursday, CPI Friday: the last inflation data before the Fed meets Sept 15-16. Oil at $96, new Canada tariffs, and one question: hike or pause?
Daily Brief: Markets Rest on Labor Day — But the Week Ahead Decides the Fed’s Next Move
U.S. markets are closed for Labor Day, but this week delivers the final inflation data before the Fed's September meeting. PPI Thursday, CPI Friday —...
Daily Brief: Trading Partner Inflation Check — July/August 2026
Six of nine US trading partners saw inflation decline as the Iran-war energy shock fades. The US rate fell to 3.4% but competitive pressure from...
Daily Brief: PPI Flatlines in July as Inflation Cooling Gains Momentum
Producer prices were unchanged in July, missing the 0.2% consensus and confirming the inflation cooldown that CPI hinted at a day earlier. Markets now...
Daily Brief: CPI Cools to 3.4% — September Rate Hike Odds Collapse
CPI eased to 3.4% in July as shelter costs finally decelerated. Markets slashed September rate hike odds to 42%. The Fed just got the breathing room it...
Daily Brief: PCE Prices Actually Fell in June as Wage Growth Holds Steady — The Fed Just Got the Green Light It Needed
PCE prices fell 0.1% in June — the first decline in years — while the Employment Cost Index held at 0.9% for Q2. The Fed just got its best inflation...