Yesterday's CPI came in much hotter than expected, and the impacts were felt throughout the bond market and the US dollar complex. Core CPI came in at 0.4% - hotter than the 0.3% m/m estimates....
US inflation came in well ahead of expectations, prompting the market to dramatically reprice the prospect of rate cuts. Potential tariffs add upside risk to inflation in coming quarters, but there...
In recent months, Americans have felt the sting of inflation, especially at the grocery store, where prices on everything from eggs to dairy have surged to alarming levels. Among the most notable...
We finished 2024 with a slightly soft reading, but we began 2025 with a hot reading. Now, my admonition last month about the volatility of December data applies also to January data, although less so...
The Consumer Price Index (CPI) rose 0.5% in January, well above (worse) than the 0.3% rise that the street was expecting. This is now the 7th straight month where the CPI has increased at a faster...
With Trump ordering a 25% import tax on all steel and aluminium entering the US, trade tensions are inching closer to Europe. We take a closer look at how European policymakers could react. Spoiler...
US CPI inflation data for February 2025 is being released today, and markets are closely watching due to recent increases in inflation expectations. Economists expect headline inflation to rise by...
Dollar losses mount as markets prepare for US CPI An upside CPI surprise to spice up Powell’s testimony Trump could open a new round of tariffs Gold drops from a new record high It’s US CPI Day The...
