Market topic

Inflation

Inflation as a driver of rates, yields and company margins.

Why it matters

Higher inflation can lift rate expectations and the cost of capital. Lower inflation can give markets breathing room, but still needs confirmation.

What can change the conclusion

Reports ask whether inflation data changes the scenario or merely confirms earlier assumptions.

Latest Reports

September 25, 2026 · 4:00 PM update

Since morning, no material change in the available data; the session is testing the earlier scenario.

Since the morning report, the main change is no material change in the available data..

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August 28, 2026 · morning report

The market is looking for confirmation across headlines, the dollar and prices; the market sets its starting point before the session.

Since the previous report, the main change is BTC +0.39%, ETH +0.09% since the previous report..

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August 26, 2026 · 4:00 PM update

Since morning, BTC -0.91%, ETH -0.46% since the previous report; the session is testing the earlier scenario.

Since the morning report, the main change is BTC -0.91%, ETH -0.46% since the previous report..

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August 25, 2026 · morning report

Crypto gives a fast liquidity signal, but it needs confirmation; the market sets its starting point before the session.

Since the previous report, the main change is BTC +2.76%, ETH +0.49% since the previous report..

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August 24, 2026 · 4:00 PM update

Since the last published report, BTC +1.42%, ETH +2.33% since the previous report; the session is testing the earlier scenario.

Since the last published report, the main change is BTC +1.42%, ETH +2.33% since the previous report..

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Change chronology

What changed over time

  1. September 25, 2026Since morning, no material change in the available data; the session is testing the earlier scenario.
  2. August 28, 2026The market is looking for confirmation across headlines, the dollar and prices; the market sets its starting point before the session.
  3. August 26, 2026Since morning, BTC -0.91%, ETH -0.46% since the previous report; the session is testing the earlier scenario.
  4. August 25, 2026Crypto gives a fast liquidity signal, but it needs confirmation; the market sets its starting point before the session.
  5. August 24, 2026Since the last published report, BTC +1.42%, ETH +2.33% since the previous report; the session is testing the earlier scenario.
  6. August 21, 2026The Fed, inflation and yields are setting the cost-of-money debate; the market sets its starting point before the session.