This print pours cold water on the case for rate hikes in the near-term and should lift risk assets including US equities as ...
Timmer advocated for a "barbell approach of owning AI/growth, but 'hedged' with income-oriented equities from the 'ex-AI' ...
Rising inflation risks persist, particularly with elevated oil prices affecting US Fed interest rates, bond yields, equity ...
June CPI shows inflation pressures narrowing across the U.S., with broader disinflation easing Fed concerns—but energy risks ...
The Consumer Price Index for All Urban Consumers (CPI-U) decreased 0.4 percent on a seasonally adjusted basis in June after ...
The June CPI reading could be misleading with the July data expected to show significantly higher inflation when released in ...
Earlier in the day, the latest release of the consumer price index revealed that inflation was much cooler than expected in ...
Even if energy rebounds, the market will likely price a near-term pause in hikes; that’s enough for duration to outperform.
The odds of a Federal Reserve rate hike at the upcoming July 29th meeting have significantly decreased to 8% following an ...
Mohammed El-Erian stated that the softer print is unlikely to fully resolve the longer-term inflation outlook.
JPMorgan's trading desk sees the S&P 500 most likely gaining upward of 0.25% after the Bureau of Labor Statistics releases the U.S. consumer price index for June at 8:30 a.m. The desk assigns a 40% ...