Market analysis focused where household money meets financial markets: retailer and consumer goods equities, mortgage and deposit rates, currency effects on imported goods, and agricultural and energy commodities. Aimed at investors in consumer sectors and at analysts translating market moves into household consequences.
The Bureau of Labor Statistics' core inflation gauge, which excludes food and energy, climbed 0.2% for the month and 2.5% from a year earlier in the July 2026 report.
Valentina Sokolov · August 23, 2026
The BLS combines roughly 80,000 monthly price quotes with Consumer Expenditure Survey weights to produce the CPI, which rose 0.1% in July 2026 as core inflation climbed 0.2%.
Valentina Sokolov · August 20, 2026
The gap between corporate bond yields and Treasuries prices default risk — and widening credit spreads have called downturns the equity market missed.
Valentina Sokolov · July 27, 2026
Volume in puts divided by volume in calls is sentiment in one number — and it is a contrarian indicator at the extremes, when there is no one left to convert.
Valentina Sokolov · July 5, 2026
The DXY weighs six foreign currencies — over half of it the euro — which makes it a useful benchmark and a misleading one at the same time.
Lena Fischer · June 12, 2026