Interest Rate Outlook - The market now anticipates a 100% probability of an interest rate cut at the September meeting [1]

Odds of a 50 bps cut in September are creeping upNow 8% on Polymarket after Scott Bessent has come out and said the Fed should cut 50 bps https://t.co/DwWvEwm1v2 ...

Hopes Are High For An Interest Rate Cut Next Month—Here’s What To Knowhttps://t.co/GiHrFnSMqF https://t.co/M98h0En7ez ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **US Inflation Monitor** and the implications of the **Consumer Price Index (CPI)** for the broader economy, particularly regarding inflation trends and Federal Reserve policy decisions. Core Insights and Arguments 1. **CPI Results**: The CPI for July showed a core increase of **0.32% month-over-month (m/m)** and a headline increase of **0.20% m/m**, aligning with Morgan Stanley's expectations. Year-over-year (y/y), core inflation stands at **3.06%** and headline inflation at **2.70%** [1][5][10]. 2. **PCE Inflation Forecast**: The forecast for core Personal Consumption Expenditures (PCE) inflation is an increase of **0.29% m/m** for July, with a headline PCE forecasted at **0.21% m/m**. On a y/y basis, core PCE is projected to be **2.91%** [10][12]. 3. **Labor Market Impact**: There is an expectation of no rate cut in September, contingent on the upcoming PCE inflation report and the August employment report. A stronger payroll growth and a low unemployment rate (around **4.2%**) are necessary for maintaining current policy rates [2][5]. 4. **Tariff Effects on Prices**: Core goods prices are rising, particularly in categories exposed to tariffs, such as motor vehicle parts and household furnishings. New car prices have remained stable, with a m/m change of **0.02%** compared to an average of **-0.10%** for the year [3][6]. 5. **Core Services Performance**: Core services showed stronger than expected results, with notable increases in airfares and healthcare services. Shelter inflation continues to trend downwards [4][9]. Additional Important Details 1. **Component Breakdown of CPI**: The CPI report details various components, showing fluctuations in categories such as energy, food, and core goods. For instance, energy prices decreased by **-1.07%** m/m in July, while used vehicle prices increased by **0.48%** m/m [9]. 2. **Implications for Federal Reserve Policy**: The modest tariff pass-through and employment trends could influence the Federal Reserve's decision-making process regarding interest rates in the near future [2][5]. 3. **Forecast Updates**: Future updates to forecasts are anticipated following the Producer Price Index (PPI) report, which significantly influences the PCE basket [12]. This summary encapsulates the critical insights from the conference call, highlighting the current state of inflation, its components, and the potential implications for monetary policy.

As the latest inflation print lifts expectations an interest rate cut could be coming soon, speculative meme and small-cap stocks should stay in favor. https://t.co/7S93ufud0m ...

Inflation Trends - Consumer Price Index (CPI) rose 27% year-over-year in July, aligning with economists' expectations [1] - Core prices, excluding volatile food and energy, increased to 31%, slightly exceeding overall inflation [1] - Inflation had been gradually decreasing over the past couple of years but has recently plateaued [1][2] Tariff Impact - Tariffs are starting to impact consumer prices, but not drastically [1] - Prices of imported goods subject to tariffs, which were previously declining, are now increasing [2] - Businesses are actively trying to shift the cost of tariffs onto others [4] - The extent to which consumers will bear the burden of tariffs remains a key question for inflation [4] Federal Reserve (The Fed) - The inflation report was not ideal but not disastrous for the Fed [2] - The Fed is considering a potential interest rate cut in September [2] - This consideration is not solely based on inflation but also on concerns about a slowdown in the labor market [3]

All right, we are back with some breaking economic data. Now, in July, inflation rose by 0.2% month overmonth and by 2.7% year-over-year. Here to talk more about these numbers and what they really mean for you, NBC News business and data correspondent Brian Chung and Investipedia's editor-inchief Caleb Silver.Guys, good morning to you both. Uh Brian, we'll start with you. Let's uh go over to the big board and walk us through these numbers and how they compare with previous months.Yeah. Well, inflation is pi ...

Bond investors betting on a Federal Reserve interest rate cut next month face a potential roadblock: inflation https://t.co/Wx4IOOjgBA ...

From increased possibilities for an interest rate cut to the best areas for affordable housing, here is some news that could impact your wallet this week, and how you can prepare your finances for the week ahead. https://t.co/0MltOGWnWU ...

I don't know if you noticed this axe, but people are talking about the QDP the second quarter print which was amazing for GDP. You were talking about it a bunch Jamath on the socials. He keeps referencing the first half.So he's trying to blend those two together I think because of the the tariff differences or you know maybe to to smooth it out as he said. What's your take on this. The GDP boomed in you know 3% which is pretty great.the the problem. No, the problem that Jerome Powell has is that he's trying ...