Fundamental Analysis Posted 11 hours ago

US CPI (July 2026)

News
US CPI rose 0.1% m/m in July and 3.4% y/y (index 332.813), matching forecasts, with core inflation at 0.2% m/m and 2.5% y/y. The in-line print keeps a September Fed hold in play and eased pressure on the dollar, with USD/JPY sliding toward 159. Source: US Bureau of Labor Statistics.
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Latest Updates

10 hours ago

July US CPI due today; soft print needed to kill September hike bets

US July CPI data releases today; dollar bears betting a soft print kills Fed September rate-hike expectations. If inflation cools as hoped, USD weakness could unlock, supporting risk assets. USD/JPY, EUR/USD most sensitive to dovish surprise and potential BoJ coordination on intervention.

https://think.ing.com/articles/fx-daily-dollar-bears-chase-totality/
10 hours ago

EUR/USD and GBP/USD Await July US Inflation Data Release

Euro and pound hold ground against the dollar with subdued momentum following recent gains. Market participants are reluctant to establish new positions ahead of July US inflation data, which could shift Federal Reserve policy expectations and drive direction in both pairs.

https://www.actionforex.com/contributors/technical-analysis/650359-eur-usd-and-gbp-usd-await-a-fresh-impulse-from-inflation-data/
6 hours ago

USD Mixed Ahead of July CPI Data Release

The US dollar is trading mixed against G10 currencies, softer against most majors but firmer versus sterling, Australian dollar, and yen. July CPI data is pending and could shift USD positioning depending on inflation readings and Fed rate-cut expectations.

https://www.blogger.com/feeds/1272779686252329993/posts/default/7266448292510271887
5 hours ago

Gold holds above $4,400 ahead of US CPI data release

Gold prices remain elevated above $4,400 as traders await Wednesday's US CPI report, a key inflation gauge that will influence Fed policy expectations. CPI data is a tier-1 macro catalyst; weaker inflation could reinforce dovish Fed narrative and USD weakness, supporting gold and risk assets. Pairs most sensitive: USD/JPY, EUR/USD.

https://finance.yahoo.com/personal-finance/investing/article/gold-prices-today-wednesday-august-12-2026-holding-over-4400-ahead-of-cpi-report-114442535.html
4 hours ago

US Supercore CPI M/M July 0.189%, Y/Y 2.843%

US Supercore CPI rose 0.189% M/M in July (vs. -0.206% prior) and 2.843% Y/Y (vs. 3.172% prior), showing disinflation momentum but with a monthly surprise to the upside. This mixed signal tests Fed credibility on dovish pivot narrative; USD weakness already priced in, limiting fresh directional catalyst unless market reprices rate-cut expectations materially.

https://x.com/LiveSquawk/status/2087518111285035452
4 hours ago

US Core CPI M/M rises to 0.215%; Y/Y cools to 2.478%

US Core Unrounded CPI accelerated month-over-month to 0.215% in July from -0.017% prior, while annual inflation decelerated to 2.478% from 2.594%. The mixed print—hotter sequential momentum versus cooler year-over-year trend—pressures Fed credibility narratives. USD weakness likely persists as markets weigh persistent inflation stickiness against dovish pivot expectations.

https://x.com/LiveSquawk/status/2087518085213266321
4 hours ago

US July CPI cools to 3.365% YoY; monthly inflation eases

US unrounded CPI rose 0.074% month-on-month in July (vs. -0.422% prior), with annual inflation easing to 3.365% from 3.531%. The softer monthly print and declining YoY trend reinforce Fed rate-cut expectations and align with the dovish pivot narrative currently driving USD weakness. USD pairs face near-term downside pressure.

https://x.com/LiveSquawk/status/2087518061565800689
4 hours ago

US CPI July: 3.4% YoY, Core at 2.5%, meets estimates

US CPI rose 0.1% MoM in July, matching expectations, while annual headline inflation held at 3.4% (down from 3.5%). Core CPI gained 0.2% MoM as expected; annual core eased to 2.5% from 2.6%. Data supports Fed dovish pivot narrative and ongoing USD weakness trend aligned with JPY intervention coordination.

https://x.com/LiveSquawk/status/2087518005525729435
4 hours ago

USD/JPY slides to 159 after US CPI, yen strengthens

USD/JPY fell 0.1% to 159.00 following US CPI data release, marking continued yen strength aligned with coordinated JPY intervention and Fed dovish expectations. The move reflects sustained USD weakness as markets price in reduced Fed tightening; USD/JPY traders should watch for intervention signals and further Fed policy divergence.

https://x.com/FirstSquawk/status/2087517941881532837
4 hours ago

US July CPI meets forecast; inflation moderates but stays above 2%

July CPI rose 0.1% MoM (matching estimates) and 3.4% YoY; core CPI +0.2% MoM and 2.5% YoY, both in line with expectations. Inflation continues easing but remains above the Fed's 2% target, supporting the dovish-pivot narrative already priced into USD weakness.

https://x.com/FirstSquawk/status/2087517443447206134
4 hours ago

US core CPI eases to 2.5% YoY in July, meets estimate

US core CPI fell to 2.5% year-over-year in July from 2.6% prior, matching consensus expectations. The decline reinforces the disinflation narrative and supports Fed dovish pivot expectations. USD weakness continues as markets price faster rate cuts; JPY and EUR benefit from Fed credibility concerns driving safe-haven and carry unwinding.

https://x.com/FirstSquawk/status/2087517200899043494
4 hours ago

US Core CPI MoM July: 0.2% vs 0.0% prior; meets estimate

US core CPI rose 0.2% month-over-month in July, matching expectations but accelerating from 0.0% prior month, signaling sticky inflation excluding food and energy. USD faces pressure as markets have priced dovish Fed pivot; this print neither confirms nor derails disinflationary narrative traders are betting on.

https://x.com/FirstSquawk/status/2087517178010689705
4 hours ago

US CPI MOM prints 0.1%, matching forecast; inflation stabilizes

US CPI month-over-month came in at 0.1% in August, matching forecasts and reversing the previous month's -0.4% decline. The stabilization suggests inflation has halted its recent slowdown. USD may face headwinds if markets interpret this as supporting Fed dovish pivot narrative; pairs like EUR/USD and GBP/USD warrant close watch for intraday volatility.

https://x.com/financialjuice/status/2087517150500028787
4 hours ago

US CPI YOY 3.4%, meets forecast; inflation cools

US consumer price inflation held at 3.4% year-over-year, matching forecasts and down from 3.5% prior month. The on-target print aligns with Fed's gradual disinflation narrative but arrives amid broader market skepticism of central-bank credibility; USD weakness persists as dovish repricing dominates.

https://x.com/financialjuice/status/2087517176643088787
4 hours ago

July CPI cools; Fed hold favored at 68% for September

July inflation data showed modest increases: headline CPI +0.1% M/M (+3.4% Y/Y), core CPI +0.2% M/M (+2.5% Y/Y), with energy declining 1.5%. Prediction markets price 68.2% odds of Fed holding rates in September versus 17% for a 25bp cut. USD faces renewed downside pressure as markets cement dovish Fed expectations.

https://x.com/DeItaone/status/2087518807828918452
4 hours ago

US CPI falls to 3.4%; September rate hike odds drop to 34%

US CPI inflation declined to 3.4%, pushing market expectations for a September Fed rate hike to just 34%—the lowest since mid-July and half the odds from late July. This dovish data reinforces the Fed credibility collapse narrative already priced into USD weakness; markets have fully absorbed dovish pivot expectations, limiting fresh catalytic power unless fundamentals shift materially.

https://x.com/KobeissiLetter/status/2087519806710816984
2 hours ago

US July CPI eases as energy prices fall 1.5 percent

US consumer inflation slowed in July with energy prices declining 1.5% month-over-month, though remaining 14.7% above year-ago levels. This data point supports the dovish Fed narrative currently driving USD weakness, but markets have fully priced in disinflation expectations and Fed pivot signals; incremental CPI moves lack fresh catalytic power absent material surprises to rate-path consensus.

https://www.aljazeera.com/economy/2026/8/12/us-consumer-inflation-slows-in-july-as-energy-prices-briefly-retreat?traffic_source=rss
1 hour ago

July CPI meets forecast, September Fed hike odds decline

July inflation data arrived in line with expectations, reinforcing market pricing for a dovish Fed pivot and lower September hike probability. USD weakness continues as traders price in extended pause; JPY supported by coordinated intervention narrative. Market has fully priced dovish Fed expectations; further hawkish surprises needed to shift near-term USD direction.

https://finance.yahoo.com/economy/policy/articles/july-inflation-data-came-expected-155501202.html
29 minutes ago

US July CPI meets expectations; rate-hike odds drop below 50%

Core CPI rose 0.2% MoM and 2.5% YoY in July, matching forecasts and easing Fed tightening bets. September rate-hike odds now below 50%. USD weakens as dovish pivot accelerates; JPY supported by BoJ divergence. Treasury 10Y yields fell to 4.67%, reinforcing the risk-off unwind already priced into currency markets.

https://x.com/FirstSquawk/status/2087580591894188193

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