Market Snapshot August 13th 2026

CPI Lands Exactly on Consensus and the AI Infrastructure Trade Takes Over — but Real Wages Are Now Negative Data: Main Theme: “In Line Is Enough” — July CPI printed at +0.1% headline and +0.2% core, matching consensus on every line, with annual core easing to 2.5% — the lowest since February. That was sufficient […]
Market Snapshot July 19th 2026

Monday incoming, World cup ending and now, time for volatility of the market Data: Main Theme: “The AI Sell-Off Deepens & Commodities Diverge” — Wall Street closes out its first losing week in nearly a month as the semiconductor liquidation accelerates, yanking global equities lower despite an otherwise resilient domestic macroeconomic backdrop. Global cross-asset networks […]