Recent U.S. CPI data show headline inflation holding at 3.4% year-over-year through August 2026, with the monthly reading rising 0.4% amid a 3.9% surge in gasoline prices tied to Middle East supply disruptions. Core CPI, excluding food and energy, eased to 2.4% annually while posting a 0.3% monthly gain, reflecting persistent shelter costs and moderating goods prices. The Federal Reserve has maintained the federal funds rate at 3.5-3.75% but signaled greater hawkishness, with market pricing now embedding a high probability of a September hike as policymakers prioritize returning inflation to the 2% target. Key upcoming releases include the September CPI on October 14 and the FOMC decision, which could influence whether energy-driven pressures push the 2026 peak higher or allow gradual moderation.
Riepilogo sperimentale generato dall'AI con riferimento ai dati di Polymarket. Questo non è un consiglio di trading e non ha alcun ruolo nella risoluzione di questo mercato. · AggiornatoSeptember 2026 CPI report shows headline inflation at 3.35% year-over-year
Above 4.5% dips to 14%3%
The September CPI report indicated headline inflation at 3.35% annually, with core CPI at 2.45%, reflecting a continued but moderate inflation environment. This data supported a further decline in market expectations for inflation exceeding higher thresholds.
August 2026 CPI report released showing 0.4% monthly increase and continued inflation moderation
Above 4.5% dips to 13%1%
The BLS released the August 2026 CPI report showing a 0.4% seasonally adjusted monthly increase and a continued moderation in inflation pressures. This report was critical as it preceded the Federal Reserve's September meeting and influenced market expectations for inflation staying below higher thresholds.



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