Trading Insights

Macro Snapshot

  • Inflation Watch: Hot PPI vs. cool CPI shows companies may be absorbing tariff costs.
  • Central Banks: Jackson Hole to set tone on labor markets and monetary policy.
  • Corporate Earnings: Walmart’s results will provide insight into consumer health under tariffs.
  • Rates & Auctions: U.S. 20-year Treasury auction may reveal appetite for long-term debt.