June CPI eased 0.4%, the softest inflation print in six years, but it coincided with a sharp commodity shock: WTI rose ~16% over the week. Despite the CPI relief, risk assets weakened, with the Nasdaq down 2.90%. The data-comms mismatch suggests inflation may be cooling while energy-driven cost pressures are re-accelerating, keeping near-term sentiment uncertain.
June CPI eased 0.4%, the softest inflation print in six years, but it coincided with a sharp commodity shock: WTI rose ~16% over the week. Despite the CPI relief, risk assets weakened, with the Nasdaq down 2.90%. The data-comms mismatch suggests inflation may be cooling while energy-driven cost pressures are re-accelerating, keeping near-term sentiment uncertain.
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mildly negative
Sentiment Score
-0.12
