The July consumer price index report showed inflation is coming from more than just tariffs, says @JonathanJLevin. Airline fares and event admissions add to the thorns in the central bank’s side. (via @opinion) https://t.co/rgnOEvA2hO ...

The United States has the best government data in the world by a lot, and there are dedicated civil servants who literally go around the country checking prices in every community of every variable and making sure the data is as clean and reflective of what's really happening as they can. My textbooks say you're going to be nuts. You can't cut rates given a two or three ish three month annualized inflation.Do you see any sense of transitory in these statistics. I think we're in a new regime for inflation. I ...

Should rates be lower. It is difficult to make the case of that at the moment in my view because uncertainty about a future inflation. You know the so far the pass through of tariffs into higher prices has been very modest but we're still in early stages in the long list of issues regarding uncertainty.Inflation is high among that list. So that would be in line with what chairman Powell has been pointing to on data dependence in the course policy. You know the signs that there is this overwhelming weakening ...

The annual inflation rate held steady in July as President Donald Trump's tariffs had less of an impact on some consumer prices than forecasters expected, but the details had a few devils as the key "core" inflation gauge accelerated. https://t.co/7OPaF3hywp ...

🇺🇸 US July CPI steady at 2.7%, core CPI ticks up to 3.1% (vs 3.0% est)With inflation largely in line but core slightly hotter, markets eye possible Fed rate cuts next month. 📉💵 https://t.co/t8BQRxmsjt ...

Stocks are climbing this morning following a tamer than expected inflation report with blue chips and small caps both outperforming on the day. Groups like energy, financials, communication services all doing well. Joining us here at Post9, JP Morgan Asset Management's chief market strategist for the Americas, Gabriella Santos.So we are seeing this that it's it's less about big tech for a change and more about everybody else. What do you think is driving that. So I think in terms of the inflation report thi ...

Inflation is lower than expected.Economists were wrong once again.And tariffs were deflationary. https://t.co/OIIy45tdbb ...

Key Takeaways PG has balanced volume and pricing gains in 2025 but faces slower category growth in key markets.Brand superiority and innovation, like Pampers and Swiffer, help PG sustain premium pricing.PG targets $1.5B in savings to counter $1B in tariffs and $200M in commodity costs expected in 2026.The Procter & Gamble Company (PG) has relied on price increases in recent years to offset inflationary pressures on input costs, but sustaining this strategy indefinitely presents challenges. While fiscal 2025 ...

Let's begin with this morning CPI data. Joining us this morning, Morgan Stanley, wealth management, chief economic strategist and global head of thematic and macro investing, Ellen Zener is here post9. E, it's great to have you back.>> We've been talking all morning long about the print red versus expectations versus the direction of travel and whether the latter is a little more worrisome. >> Uh, I don't think either is worrisome. I mean, in my view.Uh and look, it's been very difficult for the Fed to uh s ...

And we've got actually more Fed headlines related to all of this just hitting. Steve Leeman here with that. Steve.>> Yeah. Another wrinkle in the conversation. Kansas City Fed President Jeff Schmidt kind of hawkish here says retaining a modestly restrictive policy stance remains appropriate for the time being.He supports a patient approach to changing policy. Schmidt is a voter this year from Kansas City. He says growth remains solid, inflation remains too high, and policy should remain modestly restricted. ...