CPI inflation comes in a bit lighter (it wasn’t higher). Markets improve. USD tilts lower
As Adam pointed out, the inflation story was “overwhelmingly a gasoline story,”…
Why US CPI and Pce Inflation Figures Diverge
US PCE inflation has outstripped CPI inflation in recent months (in contrast…
RBA Minutes: Members see case for rate hike as inflation expectations risk grows
The Reserve Bank of Australia (RBA) published the Minutes of its May…
The Kevin Warsh Repricing and Inflation Points: Markets Weekly Outlook
Discover our Weekly Market Outlook, exploring themes and events that forged financial…
US PPI Rises as Inflation Heat Derails Rate Cut Hopes Ahead of Trump-Xi Summit
Key Takeaways US inflation pressures intensified after April PPI surged 6.0% y/y,…
ICYMI – JPMorgan warns of $150 oil and 4% inflation as energy crisis deepens
JPMorgan warns global oil supply disruptions of 13.7 million bpd in April…
USD: Inflation shock risk from Hormuz blockade – MUFG
MUFG’s Derek Halpenny argues that the ongoing United States (US) blockade in…
The Weekly Bottom Line: Well Behaved Core Inflation Strengthens BoC Hold Case
Canadian Highlights March CPI came in a touch softer than expected, with…
