Our next guest says rate cuts are looking more likely following today's CPI report. He's calling for a 100 basis points by year end starting with 50 next month. For more, let's bring in Barry Knap, director of research at Iron's macroeconomics.Barry, it's great to have you on. We have this market meltup here on the heels of CPI. Does it make sense to you. It does.Um the market until today at least um was increasingly narrow driven by the whole Gen AI theme. Um for a couple of years we've had pressure on sma ...

Inflation & Monetary Policy - A new regime for inflation and bond yields is anticipated [2] - The economy slowing down could help pull inflation down, but this scenario is undesirable [2] - The Federal Reserve might consider rate cuts with inflation above target and a softening job market, similar to the 1995 scenario where 325 basis point (3.25%) insurance cuts occurred with inflation at approximately 2.3% [3] - A rate cut in September is largely priced in, making it difficult for the Fed to argue against [4] - Jackson Hole symposium later in August (August 21st-23rd) is expected to provide more clarity on the Fed's leaning [5] Economic Data & Analysis - US government data is considered the best globally, with dedicated efforts to ensure data accuracy [1] - Bloomberg Intelligence suggests that a CPI print of 0.2% on the headline indicates the PC print will allow the Fed to ease in September [5] - Modernizing government data collection is necessary but challenging, requiring resources and careful consideration to avoid disrupting historical data analysis [7][8] - Budget cuts to the Bureau of Labor Statistics (BLS) have reduced resources for data modernization [8] - Firing the head of the BLS is viewed as performative and damaging to the credibility of U S institutions [9]

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 ...

Market Trends & Economic Outlook - The Fed's thinking on rate cuts, the labor market, and inflation is discussed [1] Investment Performance & Risk Appetite - Retail investors have seen better returns than industrial investors [1] - Retail investors show a big appetite for risk [1]

Basically, we are still experiencing high levels of inflation, but they are lower than expected.This is not good but it's public servant math.Bitcoin Archive (@BTC_Archive):JUST IN: 🇺🇸 July U.S. CPI inflation rises 2.7%, below 2.8% expectations.September rate cuts incoming 🚀 ...

JUST IN: 🇺🇸 July U.S. CPI inflation rises 2.7%, below 2.8% expectations.September rate cuts incoming 🚀 ...

💥BREAKING:🇺🇸 CPI DATA CAME IN AT 2.7%EXPECTATIONS: 2.8%RATE CUTS ARE COMING! 🚀 https://t.co/mTiKrbMRj4 ...

🚨 BREAKING 🚨🇺🇸 CPI DATA CAME IN AT 2.7%EXPECTATIONS: 2.8%RATE CUTS ARE CONFIRMED ...

The latest UK labour market data won't do anything to bring consensus to a divided Bank of England. The jobs market is cooling, but the pace is unclear, and sticky price inflation makes further rate cuts in 2025 politically very tricky. https://t.co/IEBHUOezIh ...

Rate cuts will come.Trillions to enter crypto soon.We will get filthy rich! https://t.co/CiQsm2xeEd ...