Inflation Data - US July Consumer Prices rise 27% year-over-year, below the estimated 28% [1] - US July Core CPI rises 31% year-over-year, slightly above the estimated 30% [1] Market Analysis - Bloomberg Opinion provides live CPI analysis [1]

Today’s report on consumer prices is the first of a couple of pieces of economic data that threaten to derail this year's rallies in stocks and Treasuries https://t.co/Cm1oJOYhQG ...

Economic Indicators - China's consumer prices held steady in July [1] - Deflationary pressures eased [1] Government Policy - Government pledged to contain excessive competition [1]

Trade Policy & Tariffs - President Trump signed an executive order announcing new tariffs ranging from 10% to 41%, scheduled to take effect on August 7th [1] - Canada was hit with a 35% tariff on imports [2] - Talks with China continue with an August 12th deadline approaching, and a 90-day extension was announced for Mexico [1] - The market is experiencing uncertainty around tariff rates, impacting business investment and hiring decisions [17][20][21] Economic Impact - GDP growth was trending north of 2% before Trump took office and the trade war, but is now around 1% for the first half of the year [9] - The economy is showing signs of slower growth and higher prices, potentially leading to stagflation [10] - Tariffs are being passed through to consumer prices, affecting furniture, toys, apparel, and electronics [14] - Businesses are sitting on their hands in terms of investment and hiring due to uncertainty [20][21] Political Considerations - There is a perception that the economy is doing well, partly because earlier predictions of economic collapse due to tariffs did not materialize [5] - Democrats should focus on how tariffs contradict Trump's promise to lower costs [6] - The chaotic trade war is not resolved and further negotiations are expected [22]

I don't think we have a preset course. I think what we're seeing now is um substantial amounts of tariff revenue being collected on the order of 30 billion a month which is you know substantially higher than than before. And the evidence seems to be mostly not paid paid only to a small extent through exporters lowering their lowering their price and companies or retailers sort of uh people who are upstream institutions that are upstream from the consumer are paying most of this for now.Consumers are it's st ...

Inflation Trends - The Federal Reserve's preferred measure of inflation likely increased in June [1] - Tariffs are starting to exert upward pressure on consumer prices [1]

After President Trump said that tariffs could be set at a baseline level of 15%, economists projected that consumer prices would rise. https://t.co/LB2fMj9a23 ...

Consumer prices rose 2.7% in June from a year earlier, according to US Bureau of Labor Statistics data out Tuesday: Here's your Evening Briefing https://t.co/YGqYH1wwM7 ...

US stock futures touched session highs as traders welcomed a report showing consumer prices are cooling and weighed the outlook for corporate earnings and global trade. https://t.co/kxfwIyWuHI ...

Inflation came in slightly cooler than expectedThe market reacted initially slightly positive.Now retracing some.Fed Rate cuts pricing in basically a 0% chance for a cut in July.Toss up on cuts for 1 cut or no cut in SeptemberLeaning slightly more likely we get a cut in October.*Walter Bloomberg (@DeItaone):*US JUNE CORE CPI RISES 0.2% M/M; EST. +0.3%*US JUNE CONSUMER PRICES RISE 2.7% Y/Y; EST. +2.7%*US JUNE CONSUMER PRICES RISE 0.3% M/M; EST. +0.3%*US JUNE CORE CPI RISES 2.9% Y/Y; EST. +3.0% ...