Inflation

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Why bonds matter now for every investor
Yahoo Finance· 2025-08-12 10:00
[Music] Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance senior reporter Brooke De Palma. She is here to keep the discussion simple and pointed toward you, the listener.Today, we're going to be focusing on the bond market and the economy. If you care about your mortgage rate, your ...
X @Bloomberg
Bloomberg· 2025-08-12 09:40
Economists expect the latest data on consumer prices to show an uptick in inflation, but Wall Street pros aren’t concerned that it’ll derail the latest stock market rally https://t.co/QfEyO3vI40 ...
X @Bloomberg
Bloomberg· 2025-08-12 09:24
Corporate America has a lot worries, including tariffs, inflation and consumer demand. A recession isn’t one of them. https://t.co/HK2fV75JRw ...
Bullish Treasuries Drivers are History: 3-Minute MLIV
Bloomberg Television· 2025-08-12 08:17
Mark, does CPI matter. CPI really matters today. As you know, Guy, I quite often provide context that you shouldn't read too much into one print.But I think if CPI clearly beats today and it doesn't necessarily matter whether that comes to the headline or the core. But if the set of data is overall clearly strong, I think it can really wreak havoc in markets. I think it disrupts both stocks and bonds, and that's because it'll simultaneously disrupt two important narratives at the moment in markets.One is it ...
Trump Extends China Truce for 90 Days, Averting Tariff Hike | Daybreak Europe 8/12/2025
Bloomberg Television· 2025-08-12 07:31
Market Trends & Geopolitics - 美国总统特朗普暂停对华关税 90 天,为贸易谈判争取时间 [1][6][8][45] - 特朗普政府或允许英伟达向中国出售降级版 AI 芯片,但中国敦促企业避免使用英伟达芯片 [6][12][13][45][47] - 中国敦促国内公司不要使用英伟达 H20 芯片,可能出于国家安全考虑 [44][45][47][48] - 挪威主权财富基金因对以色列投资的公众抗议,撤资 11 家以色列公司并终止所有在以色列的外部管理合同 [42] Monetary Policy & Economic Data - 市场预计美联储年底前降息略高于两次,关注美国 CPI 数据 [4][25][87] - 美国7月CPI数据是本周乃至本月最重要的经济数据,核心CPI月环比预计从0.2%升至0.3% [4][25][26] - 英国 GDP 增速放缓,关注就业数据,经济学家警告高税收对增长的影响 [62][63] Company News & AI - 马斯克指责苹果公司偏袒 OpenAI,威胁采取法律行动 [1][46][53] - 微软与 Data Sniper 合作,将 AI 代理嵌入审计工作流程,提高效率 [71][72] - Data Sniper 约 60% 的新客户选择其产品,因审计和财务领域存在大量人才短缺 [75] - Micron 提高了第四季度销售和利润预期,原因是价格上涨和高带宽内存需求 [60] - 福特公布了一项 50 亿美元的经济型电动汽车计划,目标是推出 3 万美元的卡车,于 2027 年开始推广,以对抗中国竞争对手 [60] - Paramount 以 77 亿美元的价格购买了美国终极格斗冠军赛所有赛事的独家转播权 [61] Leadership Changes - 特朗普任命 EJ Antony 领导劳工统计局 [19] - 达拉斯联邦储备银行行长正在角逐美联储主席一职 [1][46] Banking & Finance - 西班牙第二大银行决定维持收购要约 [37][38]
X @Crypto Rover
Crypto Rover· 2025-08-12 07:18
There is now an 84.5% chance of a rate cut in September.🇺🇸 Keep your eyes on inflation and labor market data this week.CPI will be released today, initial jobless claims tomorrow, and PPI on Thursday.Expect high volatility. https://t.co/BVa9AIzBYX ...
X @Bloomberg
Bloomberg· 2025-08-12 04:44
The Oasis comeback tour looks set to add to a resurgence of inflation in the UK, complicating an already tricky situation that has divided the Bank of England https://t.co/dnvfkpihEr ...
X @Decrypt
Decrypt· 2025-08-12 03:52
How Traders Are Positioning Bitcoin for This Week’s US Inflation Print► https://t.co/dNXCHmlcZy https://t.co/dNXCHmlcZy ...
Trump Extends US-China Tariff Truce for 90 Days | Bloomberg: The Asia Trade, 8/12/25
Bloomberg Television· 2025-08-12 03:01
[NO AUDIO] THIS IS THE ASIA TRADE, INVESTORS AWAIT CLUES ON A RATE CUT NEXT MONTH AS AUSTRALIA'S RESERVE BANK WILL DELIVER A 25 BASIS POINT REDUCTION TODAY. TRUMP IS OPEN TO NVIDIA SELLING A SCALED DOWN BLACKWELL CHIP AND CHANGING HIS TUNE ON THE INTEL CD SAYING HE HAS AN AMAZING STORY. U.S. MARKETS CLOSED LOWER WITH THIN VOLUMES AS MARKETS AWAIT THE CPI NUMBERS COMING OUT TOMORROW MORNING AND WE EXPECT TO SEE HEADLINE CPI MOVING UP 2% ON THE YEAR.FUTURES LOOK FLAT AHEAD OF THAT. OIL IS MOVING HIGHER WITH D ...