The inflation gap nobody is watching yet
News brief
The Iran war is reviving painful memories for the Fed as costs related to energy, shipping, food and semiconductor materials are all surging at once. The Iran war is reviving painful memories for the Fed as costs related to energy, shipping, food and semiconductor materials are all surging at once. The question is no longer whether rising producer…
Why traders care
For traders, releases like this can quickly shift rate expectations, currency direction, index futures and broad risk sentiment.
What to watch next
- Watch the next move in the dollar, front-end yields and index futures to see whether the market prices this release as a true surprise or only a passing headline.
The Iran war is reviving painful memories for the Fed as costs related to energy, shipping, food and semiconductor materials are all surging at once. The Iran war is reviving painful memories for the Fed as costs related to energy, shipping, food and semiconductor materials are all surging at once. The question is no longer whether rising producer… The Iran war is reviving painful memories for the Fed as costs related to energy, shipping, food and semiconductor materials are all surging at once. The Iran war is reviving painful memories for the Fed as costs related to energy, shipping, food and semiconductor materials are all surging at once. The question is no longer whether rising producer costs will bleed over into consumer prices, but when: what businesses are paying today will likely hit US consumers’ wallets very soon.There is a one-percentage-point gap between what US businesses are paying for inputs and what consumers… For traders, releases like this can quickly shift rate expectations, currency direction, index futures and broad risk sentiment. Watch the next move in the dollar, front-end yields and index futures to see whether the market prices this release as a true surprise or only a passing headline.
