US inflation data and retail sales headline a busy week for markets
US inflation and retail sales numbers, along with central bank commentary, headline a busy economic calendar next week.
09/10/2026 20:1324 min read
Inflation
UMich October preliminary consumer sentiment 46.3, missing 47.8 forecast
October preliminary UMich consumer sentiment fell to 46.3, below the 47.8 expected, with inflation expectations ticking up.
09/10/2026 14:128 min read
$166B Rush Into Cash as Bond Yields Hit 24-Year Highs
Investors moved $166.4B into money market funds in a week, the most since April 2020, as bond yields hit 24-year highs.
09/10/2026 12:118 min read
Oil price shocks and their far-reaching market impact
An oil price increase can impact airfares, grocery costs, bond yields, and stock markets through inflation and monetary policy.
09/10/2026 07:017 min read
Michigan consumer survey to highlight inflation expectations
The University of Michigan consumer sentiment survey is released today, with attention on inflation expectations after they rose in September.
09/10/2026 06:115 min read
Could AI investment be causing Dutch disease in the US economy?
Derek Thompson argues AI investment may cause Dutch disease in the US, raising costs for other sectors.
08/10/2026 23:3114 min read
Musalem: More Policy Tightening Necessary to Lower Inflation
St. Louis Fed President Musalem said more monetary tightening is needed to bring inflation back to target, with the economy strong and job market balanced.
08/10/2026 18:267 min read
Bailey: Monetary policy must be unwaveringly committed to returning inflation to target
Bailey said monetary policy must stay unwaveringly committed to getting inflation back to target, and that core market resilience needs strengthening.
08/10/2026 12:503 min read
Weekly US initial jobless claims landed at 197K, below the 200K forecast
US initial jobless claims totaled 197K last week versus a forecast 200K, with continuing claims at 1716K against a 1708K estimate.
08/10/2026 12:478 min read
BOE's Greene cautions UK wage growth could fuel persistent inflation
BOE's Megan Greene warns about persistent UK inflation and concerns over 3.5% wage growth next year.
08/10/2026 10:115 min read
Fed's Waller: More hikes needed, pace can bend, Sept jobs dip not a worry
Fed Governor Christopher Waller said more rate hikes are likely but the pace can be flexible, and he played down September's jobs weakness.
08/10/2026 08:479 min read
Market playbook: Why printing money won't stop the bond rout
Rising global bond yields have put central bank bond buying back in focus, but inflation worries and fiscal discipline concerns limit how far suchβ¦
08/10/2026 08:1410 min read
How rising bond yields could affect what you pay at the checkout
Rising bond yields can lead to higher taxes, subsidy cuts or price increases that affect consumers.
08/10/2026 04:218 min read
Jim Bianco, Longtime Bond Bear, Now Bullish on Bonds as 5% Yields Seen as Fair
Jim Bianco turns bullish on bonds for the first time in six years, citing 5% yields as fair value.
08/10/2026 01:568 min read
US one-year inflation outlook climbs to 3.9% in September: NY Fed
US one-year inflation expectations rose to 3.9% in September, the highest since May 2023, according to a New York Fed survey.
07/10/2026 22:5215 min read