Kospi and Nikkei Rally as US PPI Cools to 4.7% Annual, Reducing Fed Hike Odds Below 40%

Kospi and Nikkei Rally as US PPI Cools to 4.7% Annual, Reducing Fed Hike Odds Below 40%

US producer price index data showed annual inflation cooling to 4.7% from 5.5% in June, reducing the probability of a September Fed rate hike to below 40%

Key points

  • US PPI cooled to 4.7% annually in July, below June 5.5% and reducing September Fed hike odds to below 40%
  • Kospi and Nikkei rallied as Asian markets priced in reduced rate-hike risk and improved risk appetite
  • Watch the CPI release to confirm disinflation trend; labor market data is the key variable that could reverse the Fed pause thesis

:chart_with_upwards_trend: How do you see this playing out for markets? Discuss below.


Read the full analysis on market.news

🇮🇳 India Stocks Economic Data fed fomc inflation asia emerging-markets cpi