The Fed’s Jackson Hole symposium and upcoming July meeting minutes will set the tone for rate policies amid growing doubts about how soon (and how deep) cuts really are. Retail giants’ earnings will clarify if tariff costs are still being absorbed or starting to hit shoppers. Meanwhile, watch for more polling on inflation and tariffs as voter frustration builds—setting the stage for 2026’s political battles. The biggest risk: producer inflation keeps heating up before relief arrives, putting central bankers and politicians alike in the hot seat.
Read next
What to Watch Next
All eyes turn to this week’s dual inflation reports—the Producer Price Index (Wednesday) and Consumer Price Index (Thursday)
What to Watch Next
Is the US in a slowdown, or something more? All eyes are on the closely watched August jobs report and
What to Watch Next
With holiday spending forecasts slashed, the tariff legal battle now on the Supreme Court’s doorstep, and rapidly softening labor