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[BUSINESS] · United States · 45 sources

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US inflation rises in August as energy costs drive headline CPI up FAST-MOVING

U.S. inflation data for August shows a complex picture of rising headline costs alongside cooling underlying pressures. The Consumer Price Index (CPI) rose 0.4% month-over-month and 3.4% year-over-year, matching economist expectations. This headline increase was largely driven by a rebound in energy costs, specifically gasoline and diesel, following supply disruptions linked to the conflict in the Middle East.

In contrast, core inflation—which excludes volatile food and energy components—showed signs of moderation. The core CPI rose 0.3% month-over-month and slowed to 2.4% on a year-over-year basis, down from 2.5% in July. Similarly, the Producer Price Index (PPI) rose 0.4% month-over-month and 5.4% year-over-year, exceeding previous expectations due to significant jumps in energy-related wholesale costs.

The divergent data has heightened market expectations for the Federal Reserve's upcoming interest rate decision on September 16. While cooling core inflation might suggest a pause, the resurgence in headline and producer prices has pushed market-implied odds for a 25-basis-point rate hike to over 90%. Federal Reserve Chair Kevin Warsh has maintained a focus on the necessity of controlling persistent price rises.

Entities

Bank of England · Bureau of Labor Statistics · CME Group · Department of Labor · Donald Trump · European Central Bank · Federal Open Market Committee · Federal Reserve · Iran · Jerome Powell · Kevin Warsh · United Kingdom

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