FOR CPI NUMBER BOFFINS IN 2 HOURS TIMES THIS IS THE EXPECTATION

Rudy & Rooster · Rooster Global Portfolio Mastery Club · September 11, 2026 at 11:36  | Read on Substack ↗
Summary
The article argues that August 2026 headline CPI is expected to accelerate to +0.4% MoM while holding at +3.4% YoY, but core CPI is forecast to cool to +0.2% MoM and +2.4% YoY. The implied market takeaway is a split inflation picture: firmer sequential headline pressure alongside continued gradual core disinflation.
  • •August 2026 headline CPI forecast: +0.4% MoM, up from +0.1% in July.
  • •August 2026 headline CPI forecast: +3.4% YoY, unchanged from July.
  • •August 2026 core CPI forecast: +0.2% MoM, slightly softer than July’s +0.3%.
  • •August 2026 core CPI forecast: +2.4% YoY, down from +2.5% in July.
Length 220 chars
Category finance
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