What percentage of your money can be inflated away on a whim by a central bank?Comment below your percentage with your country's flag. Let's get you some help. 🆘 ...

Romania’s central bank kept interest rates unchanged as the country braces for an inflation surge from a series of tax hikes designed to curb the budget deficit https://t.co/38YGmpYRNT ...

Chile’s annual inflation unexpectedly accelerated for the first time since March after the central bank signaled it will gradually lower its borrowing costs over coming quarters https://t.co/SjiMnCBL96 ...

Joining me now with his take is Bill Simon, the former Walmart U.S. CEO. Bill, it's great to have you with us. Can you help us make sense of whether or not from an overarching standpoint, the U.S. Consumer is in a good spot, given what we've seen with the inflationary picture that really, really came to a head over the course of the last, say, 3 or 4 years.>> Yeah. Good morning. It's really interesting time.The consumer's never been more in control than they are right now. They did suffer through really bru ...

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>> NEWSMAKERS AND MARKET MOVERS. THIS IS THE PULSE WITH FRANCINE LACQUA. FRANCINE: GOOD MORNING.WELCOME TO THE PULSE. UP ANOTHER DAY, AND ANOTHER TARIFF SURPRISE. THE U.S. HAS PUT TARIFFS ON ONE KILOGRAM GOLD BARS.THE MOVE THREATENS MORTAL ROLE IN THE GLOBAL BULLY ON MARKET AND BLOW TO THE PRECIOUS MARKET SPIRIT. DOMESTICALLY, DONALD TRUMP PLANS TO NOMINATE THE ALLIES TO A SEAT OF THE FEDERAL RESERVE BOARD ON A TEMPORARY BASIS. THIS TIME, THE CHIEF EXECUTIVE OF INTEL WHO HAS COME UNDER FIRE.WE WILL FIND OUT ...

We haven't really talked about the Bank of England decision yet. Yesterday, an astounding two rounds of voting. This also coincides with a bank cycle, a vote that was also a split vote.Seems like monetary policy is not clear on what to do here. Now, I think uncertainty is one of the key words that we're hearing all around at the moment. Bank of England yesterday, they really couldn't decide.It was a very, very finely tuned decision, as Andrew Bailey has it afterwards with, you know, you had quite of the Mon ...

Hungary’s inflation rate dropped less than expected due to rising food and energy costs, bolstering arguments for the central bank’s monetary-policy caution https://t.co/a8aKUYwZii ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **US Inflation Monitor** and the **Consumer Price Index (CPI)** trends in North America, particularly regarding the impact of tariffs on inflation rates [1][6][24]. Core Insights and Arguments 1. **Core CPI Trends**: - Core CPI is expected to rise by **0.32% month-over-month (m/m)** and **3.04% year-over-year (y/y)** in July, up from **0.23% in June**. This increase is primarily driven by core goods inflation, particularly in categories exposed to tariffs [1][6][19]. 2. **Core Goods Inflation**: - There is an anticipated acceleration in core goods inflation, with categories such as apparel, appliances, furniture, and select electronics expected to continue rising. New car prices are also projected to see a modest increase [7][14][32]. 3. **Housing Market Dynamics**: - Housing inflation is expected to remain stable, with a slight decline in Owners' Equivalent Rent (OER) offset by rising rents for primary residences. The overall rents inflation trend is estimated at **0.29% m/m**, with a gradual deceleration expected through 2025 [8][16]. 4. **Core Services Performance**: - Core services, excluding housing, are projected to remain flat, with mixed signals across components. Medical services are expected to decline, while airfares, hotel rates, and car insurance are likely to show stronger inflation prints [9][19]. 5. **Energy Inflation**: - Energy inflation is expected to revert to negative territory, which will bring the headline CPI below the core CPI. The timing of tariff pass-through remains a critical question, complicating the prediction of inflation data [10][19]. 6. **Airfares and Hotel Rates**: - Airfares are likely to see a modest increase, supported by rising oil prices, while hotel inflation is expected to rebound from a weak June print. However, average daily rates suggest hotel inflation may remain negative [17][41]. 7. **Tariff Impact**: - There are clearer signs of tariff-related price pressures, particularly in goods categories heavily exposed to tariffs. This trend is expected to continue, with leading indicators suggesting ongoing inflation in goods without sharp acceleration [24][25]. 8. **New Car Prices**: - Data from JD Power indicates a mild acceleration in new car prices, with average transaction prices increasing from **1.4% y/y to 3.1% y/y**. This aligns with recent price increase announcements from major manufacturers [32][33]. Additional Important Insights - **Economic Models and Predictions**: - Economic models typically estimate the magnitude of price shifts due to tariffs but struggle with timing and pace, making it challenging to pinpoint when these effects will manifest in inflation data [10][12]. - **Potential Risks**: - There are upside risks to the July core CPI print, with a reading rounding to **0.4%** being more likely than one rounding to **0.2%**. This reflects the potential for sudden tariff-related price increases during the summer months [12][19]. - **CPI Forecasts**: - The forecast for headline CPI is **0.25% m/m**, with softer energy inflation contributing to this figure. The CPI NSA Index is projected at **323.218** for July [19][20]. This summary encapsulates the key points discussed in the conference call, highlighting the trends and expectations surrounding inflation in the US economy, particularly in relation to tariffs and various market sectors.

Romania is poised to keep borrowing costs unchanged ahead of an expected surge in inflation from a wave of tax hikes designed to help curb the budget deficit. https://t.co/myuv5v149n ...