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Week Ahead: Soft CPI to Follow Disappointing US Jobs Report

August 08, 2026
The market has not been comfortable since the Federal Reserve meeting at the end of July. Despite the lip-service paid to the Fed's price stability mandate, only three officials favored doing something (raising rates) about it. It was hardly a coincidence then that the media reported that people close to the Fed chair said that a further incre…
Week Ahead: Soft CPI to Follow Disappointing US Jobs Report Week Ahead: Soft CPI to Follow Disappointing US Jobs Report Reviewed by Marc Chandler on August 08, 2026 Rating: 5
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August 2026 Monthly

August 01, 2026
(My X account, @marcmakingsense was hijacked.  The plumbing from the blog is still working but all other tweets are not me.  While I work with X to see if I can regain control of the account, I have created another, @CapitalMarc.  I am away this coming week but will have the next weekly out on August 8. Thank you for your patience and support.) 

Fi…
August 2026 Monthly August 2026 Monthly Reviewed by Marc Chandler on August 01, 2026 Rating: 5
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Greenback Consolidates after Being Rocked by the US Fed and Japan's Ministry of Finance Greenback Consolidates after Being Rocked by the US Fed and Japan's Ministry of Finance Reviewed by Marc Chandler on July 31, 2026 Rating: 5
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Federal Reserve's Thunder and no Rain Weighs on Dollar

July 30, 2026
The decision to standpat on a 9-3 vote at the FOMC yesterday looked like a hawkish hold but it seemed like the more Chair Warsh affirmed the central bank’s commitment to achieving the inflation target, the more short-term interest rates and the dollar fell. The expected year-end effective Fed funds rate fell 15 bp from the session high yesterday. …
Federal Reserve's Thunder and no Rain Weighs on Dollar Federal Reserve's Thunder and no Rain Weighs on Dollar Reviewed by Marc Chandler on July 30, 2026 Rating: 5
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Hump Day: War and the FOMC

July 29, 2026
New hostilities in the Middle East have lifted oil prices for the first time in four sessions and is snapping the three-day decline in European and US bond yields. The US dollar is mostly narrowly mixed against the G10 currencies.  Softer than expected CPI has reduced the perceived chances the Reserve Bank of Australia will hike rates again this y…
Hump Day: War and the FOMC Hump Day: War and the FOMC Reviewed by Marc Chandler on July 29, 2026 Rating: 5
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