July CPI printed plus 0.1% on the month and 3.4% on the year, dead on consensus. Core came in at plus 0.2% monthly and 2.5% annually, a shade cooler than the 0.32% the street had penciled for the mon…
Short U.S. Market Update - August 12, 2026
CPI within norm. Market didn't react much (was up before CPI). VIX exhausted to the maximum possible and highly vulnerable, dollar down.
