USA-börsen glad som en lärka

 


Inflationen kryper uppåt i USA. Tillväxtprognoserna skrivs ned. Sysselsättningen försvagas. Pessimister anar en första doft av stagflation.

Klas Eklund, chefsstrateg, Dahlgren Capital, DI 12 augusti 2025

https://www.di.se/debatt/valkommen-tillbaka-till-den-roriga-verkligheten/


– Stjärnorna tycks linjera upp sig för en räntesänkning i september.
https://www.svd.se/a/qP57ow/wall-street-stiger-pa-inflationsstatistik


Underlying US inflation accelerated in July, with the core consumer price index increasing 0.3% from June.

The pickup in the core CPI was fueled by services prices, which climbed the most since the start of the year.

James Knightley, chief international economist at ING, said that inflation was "broadly in line with expectations" and

that this "gives the Fed the room to respond to the weaker jobs backdrop and cuts interest rates from September".

Bloomberg Economics Anna Wong and Chris G. Collins: a September rate cut far from assured.

Bloomberg 12 August 2025

https://www.bloomberg.com/news/articles/2025-08-12/us-core-cpi-picks-up-to-fastest-pace-since-january-on-services


USA:s finansminister Scott Bessent:

Mirans utnämning skulle kunna bana väg för en stor räntesänkning vid det mötet, med tanke på den stora nedrevideringen av sysselsättningsstatistiken som publicerades förra veckan och de gynnsamma inflationssiffrorna på tisdagen.

”Så jag tror att det verkliga man bör tänka på nu är: borde vi få en räntesänkning på 50 punkter i september?”

https://www.di.se/live/usa-s-finansminister-trumps-fed-topp-oppnar-for-stor-rantesankning/




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