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]

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 ...

Here we go. Consumer price index for the month of July. Headline number as expected.Up 2/10 exactly. Strip out food and energy up 3/10en exactly as expected. Year-over-year numbers 2.7%.That's the headline. That's one/tenth cooler than we are expecting, but it equals the rear view mirror. 2.7%.Well, how does it compare. 2.8% was February. 3% was January.So we have been sliding the low for the year in this metric 2.3% that was in April. ...

US stocks rose on Tuesday after the latest consumer price index report stoked bets that the Federal Reserve is virtually certain to resume cutting interest rates next month https://t.co/4j3joQGHfS ...

We're just seconds away right now from July CPI. Rick Santelli standing by at the CME in Chicago. Rick, we've got only a couple seconds before the numbers.What should we be looking at. You know, I think the year-over-year numbers, especially the uh core is going to be quite key, especially which side of 3% it's on. But do remember much of the hoopla about the big bump in tariffs hasn't really materialized.Is it because consumers are pushing back or we exaggerated. The data is in. And here we go.Consumer pri ...

US CPI Report July 2025: Live News on Inflation, Consumer Price Index https://t.co/I6Ah6Fwlyg ...

Economic Indicators - The week's key dates include the release of the Consumer Price Index (CPI) MoM on August 12 and 13 [1] - Gross Domestic Product (GDP) MoM data is scheduled for release on August 14 [1]

Inflation Trends & CPI Analysis - The Consumer Price Index (CPI) increased by 03% month-over-month, aligning with estimates, while core CPI (excluding food and energy) rose by 02%, slightly below expectations [1] - Year-over-year, consumer inflation increased by 27%, and core inflation rose by 29% [1][2] - Inflation is heating up slightly compared to the previous month, where both headline and core inflation increased by only 01% [2] - Core CPI has been consistently lower than estimated for the fifth consecutive month [3] Tariff Impact & Business Strategies - Initial data suggests that tariff increases are contributing less than a third to the monthly CPI increase, with some pressure emerging in categories first exposed to tariffs [7] - Businesses are employing various strategies, including inventory management, alternative sourcing, cost spreading, and margin adjustments, to buffer the impact of tariffs and avoid passing costs directly to consumers [9] - Apparel prices rose by 04%, footwear increased by 07%, and furniture/furnishings prices also saw a rise [8][31] - The effective tariff rate in June was only 10%, while the average tariff rate was around 15%, indicating that the full impact of tariffs has yet to materialize [14] Federal Reserve & Monetary Policy - The Federal Reserve faces a challenging decision regarding interest rate cuts, amidst pressure from the White House and the need to maintain its 2% inflation target [4][17] - The current federal funds rate is considered moderately restrictive, putting downward pressure on demand [18] - There is a risk that prolonged elevated inflation could become ingrained in people's expectations, potentially settling around 3% [20] - The Fed is closely monitoring core services inflation, which has been stubbornly slow to decline, to ensure momentum towards the 2% target [21][25] - The FOMC is divided on future rate cuts, with varying opinions on the number of cuts in 2025 [29] Specific Price Changes - Beef prices saw a significant increase of 2%, while egg prices decreased by 74% [32][33] - New vehicle prices dropped by 03%, and used cars/trucks decreased by 07% [34] - Shelter costs moderated, increasing by 02% compared to May's 03% rise [35] - The energy index rose by 09% in June, with the gas index increasing by 1% [36]

Inflation Trends - Inflation has significantly eased from its 2022 highs but remains above the 2% long-term goal [1] - Total PCE prices rose 23% over the 12 months ending in May, while core PCE prices increased by 26% [1] - Near-term inflation expectations have risen in recent months, as indicated by market and survey-based measures [1] Inflation Expectations - Surveys indicate tariffs as a driving factor for inflation [2] - Most measures of longer-term inflation expectations remain consistent with the 2% goal [2] - The median projection for total PCE inflation this year is 3%, higher than the March projection [2] - The median inflation projection falls to 24% in 2026 and 21% in 2027 [2]

Market Impact - Consumer Price Index can dramatically impact the value of the U S dollar against other currencies [1]