CPI Lower Than Expected

June CPI came in lower than expected. Headline CPI was -0.1% MoM versus +0.1% expected and 3.0% YoY versus 3.1% expected. Core was +0.1% MoM versus 0.2% expected and 3.3% YoY versus 3.4% expected. Futures initially added to their overnight gains but are approaching flat again, perhaps in recognition that SPX had already reached important … continue reading →

CPI Under 3 Percent?

While the Fed is unlikely to lower interest rates in July, September is looking more and more likely. There are three more CPI prints due out before their September 17 meeting, and there’s a very good chance that tomorrow’s print will feature a 2 handle. Futures are drifting higher again this morning on positive support … continue reading →