Inflation eased more than expected in Jun., CPI report shows
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The dollar index (DXY00 ) fell by -0.32% on Tuesday. The dollar retreated on Tuesday after US June consumer prices rose less than expected, a dovish factor for Fed policy. Also, the benign CPI report has reduced the chances of a Fed rate hike at the FOMC meeting later
11hon MSN
CPI comes in cool, soothing markets
NEW YORK, July 14 (Reuters) - U.S. consumer inflation slowed more than expected in June, easing anxiety in markets that have been edgy about the prospect of price pressures forcing Federal Reserve rate increases in coming months.
Even if energy rebounds, the market will likely price a near-term pause in hikes; that’s enough for duration to outperform. Key Risk: Core inflation re-accelerates in the next prints (not just headline),
Timmer advocated for a "barbell approach of owning AI/growth, but 'hedged' with income-oriented equities from the 'ex-AI' space." He noted that the implied expected inflation rate stands at "a paltry 2.
The odds of a Federal Reserve rate hike at the upcoming July 29th meeting have significantly decreased to 8% following an unexpected drop in U.S. inflation. The latest Consumer Price Index (CPI) report for June 2026 revealed a 0.
Semis are the cleanest “rates down + earnings momentum” expression, and the rebound after the prior sell-off suggests positioning is still being rebuilt. Key Risk: A renewed inflation scare forces the Fed back toward aggressive hikes,
We could be in for a trading whirlwind as a slew of earnings and news – particularly updates on the growing conflict situation in the Middle East – surface as the day and week unfolds.
US inflation cools as CPI falls to 3.5%. Fed rate cut by July priced at 0.1% YES, pause by July at 0.7% YES, cut by July at 0.1% YES.
