macro

Uncle Sam needs inflation, not just economic growth, to escape today’s debt crisis.

As treasury yields climbed on Monday, investors geared up for significant inflation data due later this week. The ongoing geopolitical tensions in the Middle East have added an extra layer of uncertainty to the markets. Traders are particularly focused on the upcoming consumer and producer price ind

Monday's odds on prediction market platform Kalshi show tamer inflation and little chance of exceeding economists' consensus for July.

Market and policymaker discourse over the next move for the Fed is split: One camp believes the central bank needs to assert its commitment to price stability by hiking in September, particularly to recover some of Chairman Kevin Warsh’s inflation-fighting credibility. Another thinks that price gain

Treasury options signal potential boost for equities - Evercore ISI

The market's attention will be on July inflation data.

Gold inches down from seven-week high, US inflation data in focus Reuters

Plus, the weak jobs report

Jim Caron, CIO of portfolio solutions for Morgan Stanley Investment Management, says a hot CPI report on Wednesday could cause problems for the Federal Reserve. Caron says higher nominal growth is driving equity prices higher. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

Growing expectations for faster BOJ rate hikes push up bond yields