Market context
Follow the story. See which markets it affects. Explore the context.
Sticky core PCE and entrenched tariff-driven inflation threaten Wall Street's record rally. Persistent price pressures could force Federal Reserve rate hikes, raising borrowing costs and endangering …
July CPI eased to 3.4%, cutting September rate hike odds to 34%, but Core PCE remains stubbornly high near 3.3%, keeping inflation risks alive for stocks and the Fed.
Article warns Trumpflation and AI-driven demand are pushing inflation higher, risking Fed rate hikes that could slow AI data center spending and trigger a broader stock market crash in H2 2026.
Bitcoin steadied near $113,000 as liquidity returned after large liquidations; analysts flagged $115,200 as key while options demand clusters at $120k–$125k. Powell’s speech and Friday’s core PCE cou…