WS #13915
July CPI due today; consensus 3.4% YoY, 0.1% MoM, with ~50% odds of September hike; hot print could trigger S&P 500 selloff, while soft print supports equities and metals. CoreWeave surges 16% on Q2 beat and raised guidance; Nvidia partners with funds for $500B AI infrastructure; Anthropic eyes $965B IPO, reinforcing AI capex boom. Tata Sons chairman Chandrasekaran resigns; Tata Digital and semiconductor bets under scrutiny, pressuring Tata group stocks.
US CPI and Fed rate hike expectations
July CPI due today; consensus 3.4% YoY, 0.1% MoM, with ~50% odds of September hike; hot print could trigger S&P 500 selloff, while soft print supports equities and metals.
CoreWeave surges 16% on Q2 beat and raised guidance; Nvidia partners with funds for $500B AI infrastructure; Anthropic eyes $965B IPO, reinforcing AI capex boom.
Tata Sons chairman Chandrasekaran resigns; Tata Digital and semiconductor bets under scrutiny, pressuring Tata group stocks.