Fundamental strategy

US farmers face billions in lost soybean sales as China trade war tariffs bite. Harvest season looms with zero orders.

August CPI hits 2.9%, tariffs sting prices. Jobless claims jump, complicating Fed's rate path. Traders eye inflation data.

US CPI up 0.4% in Aug, 2.9% YoY. Core CPI +0.3%. Fed faces inflation bind ahead of rate decision.

US CPI jumps 0.4% in Aug, annual rate hits 2.9%. Stocks extend gains, bonds slip, dollar pares. Fed likely to cut rates.

ESU25/NQU25 flat pre-CPI. ORCL +35% on cloud forecast; SNPS -35% on weak guidance. NVDA, AVGO, CRWV surge.

ECB holds rates steady; inflation target 2% for 2025-27. Growth revised up to 1.2% in 2025. Traders watch data.

Holiday retail sales forecast at 2.9-3.4% growth, $1.61T-$1.62T. Consumers shift to pre-pandemic spending habits.