Market Overview

Yesterday's CPI came in much hotter than expected, and the impacts were felt throughout the bond market and the US dollar complex. Core CPI came in at 0.4% - hotter than the 0.3% m/m estimates....

US inflation came in well ahead of expectations, prompting the market to dramatically reprice the prospect of rate cuts. Potential tariffs add upside risk to inflation in coming quarters, but there...

In recent months, Americans have felt the sting of inflation, especially at the grocery store, where prices on everything from eggs to dairy have surged to alarming levels. Among the most notable...

We finished 2024 with a slightly soft reading, but we began 2025 with a hot reading. Now, my admonition last month about the volatility of December data applies also to January data, although less so...

The Consumer Price Index (CPI) rose 0.5% in January, well above (worse) than the 0.3% rise that the street was expecting. This is now the 7th straight month where the CPI has increased at a faster...

With Trump ordering a 25% import tax on all steel and aluminium entering the US, trade tensions are inching closer to Europe. We take a closer look at how European policymakers could react. Spoiler...

Dollar losses mount as markets prepare for US CPI An upside CPI surprise to spice up Powell’s testimony Trump could open a new round of tariffs Gold drops from a new record high It’s US CPI Day The...

The highly anticipated U.S. January CPI report comes out on Wednesday morning. Headline annual inflation is seen rising 2.9% and core CPI is forecast to increase 3.1%. Investors should brace for...

Stocks were flat yesterday ahead of today's CPI report. Forecasts call for a 0.3% month-over-month increase in both core and headline CPI, with year-over-year gains of 2.9% for headline and 3.1% for...

Fed Chair Jerome Powell testified before the Senate Banking Committee Tuesday. Powell said the Fed is in no hurry to lower rates. The Fed Chair also discussed stablecoins and tariffs. Powell...

The National Federation of Independent Business – small business optimism survey came in at 102.8 in January. 2.3 points below last month, but remains above the long-term average (97.9 – orange line)...

After 100bp of rate cuts, Fed Chair Powell suggests policy remains restrictive – even if inflation remains elevated they will merely “maintain” policy restraint for longer. This indicates an...

President Donald Trump imposed new tariffs on steel and aluminum imports this week. Vanguard economist Kevin Khang offers tips for investors to navigate this new environment. Along with disruptions,...

Recent breaking news gave (NYSE:Uber) investors a welcome boost as the stock swung into positive territory over the past year. The ride-hailing giant, which had significantly underperformed over the...