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august 2026 cpi

After Hot CPI, Real Yields Rose but Breakevens Fell

September 12, 2026September 12, 2026 by Bruno
After Hot CPI, Real Yields Rose but Breakevens Fell

The 10-year pushed near 5% after August CPI, but breakevens fell. Real yields did the work — a bond-market vote of confidence in the Fed.

Categories Inflation Tags 10 year treasury yield, august 2026 cpi, capital markets, inflation expectations, real yields, tips breakevens

August CPI Runs Hot on Gasoline; Core Cools to 2.4%

September 12, 2026September 11, 2026 by Bruno
August CPI Runs Hot on Gasoline; Core Cools to 2.4%

August CPI headline hit 0.4% MoM (3.4% YoY) on a 3.9% gasoline surge, but core cooled to 2.4% YoY. Bond market barely moved; futures rallied.

Categories Inflation Tags august 2026 cpi, core cpi, cpi inflation report, federal reserve rate cut, gasoline prices, stock market

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