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cpi inflation report

2027 Social Security COLA Tracks 3.5% After Hot August CPI

September 12, 2026September 11, 2026 by Bruno M.
2027 Social Security COLA Tracks 3.5% After Hot August CPI

TSCL projects a 3.5% 2027 Social Security COLA after Aug CPI-W ran at 3.5% YoY, with capital-markets implications for Treasury issuance.

Categories Inflation Tags 2027 cola projection, capital markets, cpi inflation report, federal reserve, social security cola, treasury bonds

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

September 12, 2026September 11, 2026 by Bruno M.
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

July CPI Cools to 3.4%: Stocks Shrug, Fed Cut Path Clears

September 12, 2026August 12, 2026 by Bruno M.
July CPI Cools to 3.4%: Stocks Shrug, Fed Cut Path Clears

July 2026 CPI came in at 3.4% headline and 2.5% core, matching forecasts. Stocks nudged higher, yields dipped, and the September FOMC cut looks live.

Categories Energy & Commodities, Inflation Tags core cpi, cpi inflation report, federal reserve rate cut, july 2026 cpi, stock market

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