The earnings season is decreasing, and the market has held relatively well well through the implementation of the quarterly results and the implementation of tariffs. Next test of Wall Street this week: inflation data. The pair of reports measuring value pressure in the US economy is the implications for the federal reserve’s next interest rate step and the possibility of the stock market. This is very soon to show in numbers for the newest tariff rates of President Donald Trump, but we are already looking for any inflation signals from the levy. S&P 500 has been coming from a positive week, its third in the last four, and a fresh record-closing is only shy than high. Nasdaq ended on a record last week. There are some other economic reports on this week’s program. Within the portfolio, it is mostly cool on the earning front – save for our latest holding. There is a look here what we are seeing. 1. Inflation data: Consumer Price Index (CPI) and wholesale inflation gauge, known as the manufacturer price index (PPI), are to be released on Tuesday and Thursday morning respectively. Overching theme for both inflation release: What do they mean for their upcoming September meeting and beyond fed rate policy? CPIs and PPIs arrive after a weak July job report-and in the past, with the total amendments of two months as well as amendment-due to which investors had to dramatically rethink the health of the US labor market. Nutrition of maximum employment is a part of the double mandate of the Fed; Properly promoting price stability is other. According to the CME Fedwatch Tool, the fed fed will keep the rates stable again with the fed chairman Jerome Powell thanked the Fed for throwing cold water on the idea of Fed. Now CPI and PPI arrives, which highlights a piece of value-stimulation of the fed mandate and in particular, Trump’s tariff has an impact on the rate of inflation. In the June CPI report, inflation increased by 2.7% and 2.9% to 2.7% and 2.9% respectively, when except for the prices of food and energy more unstable than the May rates of 2.4% and 2.8% respectively. Tariff-sensitive categories like furniture and apparel showed an increase in June CPI, and Wall Street will once again be closely visible in those areas in July data. If inflation really becomes hot, will the market once again add its expectations for September? Volf Research strategists said in a note on Friday, “We see the greatest risk for markets in both goods and service inflation (second half of the year), prevent the fed and pressurize the interest rates.” According to Dow Jones, economists will get 0.2% increase on monthly basis to July CPI and 2.8% annually. Except for food and energy, the so -called core CPI is estimated to increase by 0.3% months a month and 3.1% on the basis of 12 months; This will accelerate from 0.2% and 2.9% respectively in June. For PPI, which is seen as a leading indicator for CPI because it measures what companies pay for their own inputs like steel, this consensus is for 0.2% monthly advantage after flat in June, according to Dow Jones. On the main basis, PPI expects 0.3% month a month. The core PPI was also flat in June. Central bankers say they have not reduced this year’s rates, this year there is uncertainty around the impact of tariff inflation. Although it is good to get the value of another month of data, the CPI and PPI for July will not fully answer the question, because the tariff level is still developing, and in the part because businesses that can eventually increase prices, are still working through inventory, which are accumulated before duty rates. However, at least for the miniapolis fed president Neil Kashakari, he told CNBC last week that he was becoming more comfortable with the idea of cutting rates without knowing the full impact of the tariff. Kashakari is an alternative member of the Fed’s policy -making branch this year and is a voting member in 2026, so his comments are notable. At the July meeting, two central bankers voted for the cut. Kaashkari said on the “squalk box” on Wednesday, “There is a group of data that I know and I believe I believe, and there is the data that I do not know and we are not going for a while,” Kashakari said on “Squalk Box” on Wednesday. “I think we know the economy is slowing down. The inflation of housing services is slowly decreasing. The inflation of non-exile services is decreasing. Wages are increasing. We have seen the number of jobs, and the consumer has to cool down. All the real-inherent economy is slow.” He continued, “The part I do not believe in it is still, what are the final effects of the tariff on inflation? And who I realize that we can’t know the answer for the quarter, or one year or more. It tells me, as a policy maker, as a policy maker, I need to start to decide more in following. There are releases that will be looking at the market due to the focus on the health of the post-market report. On Thursday morning, we will get a report of weekly early unemployed claims-a remedy of both unemployment insurance filing, which can be used to gauge the trial activity between the employers, and the so-called sustainable centers provide information about how the new jobs. The gigs can be found on Friday, courtesy of the Department of Commerce, a look at the consumer spending level and where the people spent their money were held in July, so a remedy for online expenses in the report will probably be affected by this, on Friday, the Michigan University’s Early Consumer Survey will be out for the month of August. At the beginning of the year, the release of the inflation of the survey was also closely observed from the pre-tariff level in-3, after a busy stretch of earnings, the Sisko Systems to report a quarter of a week. Was. For its fourth quarter, Wall Street has expected Cisco to report $ 14.62 billion to Cisco and per share of 98 cents (EPS), according to the estimates compiled by LSEG, beyond the headline numbers, the orders of the Sisko and the AI products. Stanley analysts told the customers in a recent note that the expectations are for mid-single-decit order growth, “which we hope will continue to run the speed in the stock in the last quarter, Cisco said that he had booked more than $ 600 million in the” Webscale “customers in the” Webscale “customers. Hyperscalers are called Club Names Amazon and Microsoft. According to the factset, the current Wall Street’s general consent for Cisco’s fiscal 2026 implies about 5% revenue growth on an annual basis: August 11, August 11: Monday.com Limited (MNDD), Village Farms International (VFF), Franco-Nawa Corporation (FNV), Mag Silver (Magal), (Rum), WW International, Inc. Pennantpark Investment Corp. (PNNT), Crint. (Zvra), Doubledown Interactive (DDI), H&R Block (HRB) Wednesday, Accos Holdos, Alvotech (Surge), Fidelis Insurance Holdings Limited (FIHL). Dere & Company (DE), JD Kom, Inc. (SNDK (SNDK), Fed. MT of MT University, Michigan M. Gym Wait 45 minutes after buying or sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If the gym has talked about a stock on CNBC TV, he waits 72 hours after the business warnings before executing the business. And is subject to the privacy policy, with our disconnection. 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