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Andrei Niculescu
@andrei9868 · Aug 12

📉 July CPI confirms the disinflation trend remains intact.

The latest U.S. inflation data came in broadly in line with expectations:

✅ Headline CPI: 3.4% YoY (0.1% MoM)

✅ Core CPI: 2.5% YoY (0.2% MoM)

Markets reacted calmly, with Treasury yields edging lower and expectations for near-term Fed tightening easing slightly.

While inflation is still above the Fed's long-term target, the continued moderation in core inflation suggests that price pressures remain under control. The bigger question for investors is no longer whether inflation is falling, but whether economic growth can remain resilient as policy makers navigate the final stretch of the inflation fight.

For markets, "no surprises" can sometimes be the best outcome.

📊 Key takeaway: Stable inflation data reduces uncertainty and allows investors to refocus on earnings, growth, and productivity trends.

🎯 Make sure to follow me for more market breaking news and analysis.

#Inflation #CPI #FederalReserve #Economy #Investing #Markets #MacroEconomics

A community member's personal view, not investment advice. Community Guidelines

KJ

Inflation in the US is still significantly higher than in the EU. It's good that it's falling and the market is reacting to it. But only today, with a slight delay. Rates probably won't rise in September, according to current market estimates, so so far so good :)

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