Market outlook for August 14–21, 2026: July consumer and producer inflation cooled enough to reduce the immediate pressure for another Federal Reserve rate increase. That relief helped the S&P 500 close at a record high and carried the Nasdaq back toward its earlier peak. The next question is more difficult: is technology completing a successful retest before a new … [Read more...] about CPI, PPI and AI Capex: Tech Retest or Lower High
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Fed Rate Pause or Hike? July CPI, Jobs, PPI and Oil Risks Point to a Better Policy Path
Weak payrolls and stagnant real wages argue against another interest-rate increase, while oil, producer prices and geopolitical risk prevent the Federal Reserve from declaring victory over inflation. The most credible policy is a disciplined pause—not a return to Bernanke-era quantitative easing. Research and forecast information updated August 13, 2026, before the July … [Read more...] about Fed Rate Pause or Hike? July CPI, Jobs, PPI and Oil Risks Point to a Better Policy Path
Latest CPI Report, Energy Prices, and Fiscal Pressure: A Market Sentiment Overview as of March 2026
Updated for the latest U.S. CPI release available as of March 19, 2026 Latest CPI Snapshot: February 2026 As of March 19, 2026, the latest U.S. Consumer Price Index report is the February 2026 release published by the Bureau of Labor Statistics on March 11, 2026. Headline CPI rose 2.4% year over year, unchanged from January, while core CPI, excluding … [Read more...] about Latest CPI Report, Energy Prices, and Fiscal Pressure: A Market Sentiment Overview as of March 2026