Will the other shoe fall when it comes to inflation?

Waiting for increases caused by the customs tariff in the United States, you can feel like watching M. Night Shyamalan.

The consumer price index came in July often benign. The annual address rate of 2.7 % was 2.8 % lower. However, the basic number was 0.1 Celsius more than expected, and the highest since February, before US President Donald Trump launched a customs tariff in April.

“The definitions in the numbers, but they certainly do not jump on poetry at this stage”, “The former Economy of the White House Jared Bernstein, who served during the era of Joe Biden, CNBC said.

Things seem perfect yet, but you know that something will shock you from your seats in the end – are the numbers accurate, except that the decimal point should turn to the right? – This makes inflation monitoring our tense (and exciting) experience.

Jean -Hatzius, the chief economist in Goldman Sachs, appreciates in a research note on Sunday that the great disclosure (when the American consumer admits, “I see higher prices”) cIt will happen by October.

But the markets have achieved record levels, as investors saw that moderate inflation numbers as a sign that the Federal Reserve has a room for Reduce prices three times this year – Or that the definitions may not pay prices to much higher.

Perhaps the original hypothesis is wrong: as much as inflation goes, can we be happy with Disney, instead of Xiamalan?

CNBC and Kevin Breuninger contributed to this report

The prices of the United States increased in July less than expected. The consumer price index increased by 0.2 % average season for this month The annual number of 2.7 %. Dow Jones economists expected 0.2 % and 2.8 %, respectively.

Close the S&P 500 and Nasdaq compound at new levels. On Tuesday, the CPI report in July Pay indexes to top 1.13 % and 1.39 %, respectively. The Dow Jones industrial average increased, adding 1.1 %. the Stoxx Europe 600 0.21 % fell.

Trump threatens the head of the Federal Reserve Powell with a “major lawsuit”. In a publication on the social truth, the American President He said Possible procedures relate to the Powell administration Federal Reserve Renewal.

Perplexity AI offers $ 34.5 billion to buy a Google browser. The Chrome offer, which was not desirable, is higher than the $ 18 billion in confusion in July, but the company said Investors agreed to support the deal.

(Pro) Traders see three price cuts this year. With the colder inflation report on Tuesday, the futures market is now We expect a discount at each meeting of the Federal Reserve In September, October and December, according to CME Fedwatch tool.

More European companies avoid high risk deals in favor of smaller integration and purchases

Executive officials of the industrial giants of consumer commodity companies spread capital on strategic deals designed to capture competitors and gain technologies instead of joining their reputation in the main deals that have never been investigated.

It is a strategy that allows companies to follow up on growth without the tremendous risks and organizational headache that has faltered on larger deals.

Ganish Rao