Oil Pulls Back Under $90; Soaring Fuel Margins Heighten Inflation Threat
Brent crude fell under $90 on Monday, but the drop concealed an intensifying fuel shortage. The New York core session was set to begin at 9:30 a.m. EDT.
S&P 500 Braces for Potential Impact from 16% Surge in Oil Amid Iran Concerns and Inflation Risks
NEW YORK, July 19, 2026, 1:06 p.m. EDT — The S&P 500 faces pressure this week as investors gauge the effect of a 16% rise in crude oil prices, driven by renewed worries over Iran and mounting concerns about inflation.
Oil Jumps 11%, Raising Fresh Questions for Fed After Softer U.S. Inflation Data
A sharp recovery in oil prices is emerging as the primary hurdle for an extended pause by the Federal Reserve. Brent ended Thursday at $84.23 per barrel, and WTI finished at $78.95, with both benchmarks slipping roughly 1% in the session. Nonetheless, prices hovered close to their highest levels in a month.
US shares climb; rally moves past tech on inflation relief
U.S. stocks moved up early Wednesday, with a notable split in the Nasdaq. The Composite was up 0.44%, but the Nasdaq-100 slipped 0.49%. That's a gap of 0.93 percentage points. The S&P 500 added 0.25%. The Dow rose 0.35% as of 11:38 a.m. EDT.
Soft CPI data trims Fed rate hike bets, high real yields weigh on stocks
Treasury yields fell back on Tuesday after June inflation came in softer than expected, cutting odds for a near-term Fed hike. But investors got a mixed message. Most of the recent move up in long-term yields was tied to higher real rates, not rising long-term inflation bets. The market bounced, but only for now.
U.S. CPI’s housing slowdown, not gasoline slide, is June’s key Fed signal
U.S. consumer prices posted their largest monthly fall since April 2020 in June, but the more durable signal for investors came from housing: shelter costs rose just 0.1%, their weakest increase in more than five years. Because housing makes up more than one-third of the index, its slowdown does more to ease underlying inflation pressure than the headline decline alone. Housing is the stickier signal.
US Stock Futures Today: Soft CPI Lifts Nasdaq as Dow Lags on Concentrated Drag
U.S. stock futures split sharply on Tuesday after a cooler June inflation report, with Nasdaq 100 futures up 1.38% and S&P 500 futures 0.48% higher at 8:33 a.m. EDT, while Dow E-minis were down just 0.01%. The divergence says less about the macro signal than the Dow’s unusual single-stock burden.
Peso steady as oil slides almost 14% before U.S. CPI data
Peso hovered close to 17.50 per dollar in early Tuesday trade after slipping 0.26% on Monday, even while Brent crude surged about 13.6% over two sessions. The currency’s drop was just over a third the 0.71% average fall for eight other emerging-market units, local market data show. Mexico’s yield spread seems to be protecting the peso from wider geopolitical fallout.
Oil up 13% as AI stocks, Fed and CPI all in play
Brent crude jumped about 13% in two days, raising worries that higher oil prices could pinch AI-linked stocks just as rate hike odds are rising. S&P 500 futures added 0.1% before the start of Tuesday’s U.S. session. Traders now see a 43.3% chance of a 0.25-point Fed rate hike at the July 28-29 meeting, up from 34.2% Friday. “The prospect of tighter monetary policy into a potential energy shock is rarely supportive for risk assets,” said Chris Weston, head of research at Pepperstone.
CPI Data Could Make or Break Wall Street’s Next Rally
Traders are watching if Tuesday’s June CPI print lets the Fed hold rates steady, but a soft headline probably won’t be enough. Barclays sees headline CPI dropping to 3.8% from 4.2% on lower gas prices, but expects core CPI—excluding food and energy—to rise another 0.26% month over month. Economist Pooja Sriram said core services inflation is in the driver’s seat. That annualizes to roughly 3.2%, still above the Fed’s 2% target. So, cheaper gas alone won’t settle the rate debate.
Banco Bradesco Rises 4% After Brazil Inflation Miss, R$7.6B Move
Banco Bradesco S.A. preferred stock was up 4.0% at R$18.72 in afternoon trading on Friday. Its common shares rose 4.6% to R$16.42. The R$0.72 moves for both classes of stock lift the bank’s total market value by about R$7.6 billion, based on outstanding share numbers.
Nasdaq Futures Edge Up, Oil Fears Still Weigh After Iran Moves
Stock futures in the U.S. traded mixed early Thursday. The Nasdaq was set to open higher as chip stocks attracted bids, but the Dow slipped after the latest rise in U.S.-Iran tensions. Index futures had the Nasdaq up 0.5%, S&P 500 up 0.1% and Dow down 0.1%, according to AP.
Fed’s Waller flags July hike as inflation dots rise
Federal Reserve Governor Christopher Waller told investors on Monday that inflation is now the main policy concern for the U.S. central bank, shifting focus away from jobs and putting more attention on the July meeting.
US PCE for May 2026: prices outpace real spending, Fed hike risk up
U.S. consumers paid more in May, but higher prices drove most of the increase rather than people buying more. That has equity investors watching demand as they try to gauge whether earnings will hold up with inflation rising again.
US Stocks This Week: PCE Inflation, Micron Earnings in Focus as AI Rally Hovers Near Records
Stocks go into the last full week of June with AI leaders still leading, but there’s less margin for error now as investors look ahead to an important inflation print and Micron Technology’s results. Last week was shortened by the Juneteenth holiday—NYSE closed on Friday, June 19. Thursday’s session was the last cash close.
US financial shares look to Fed stress tests after volatile week
Fed stress-test results to drive U.S. bank stocks in coming week Results from the Federal Reserve’s annual stress test will likely steer U.S. financials this week after the group eked out a small advance in the holiday-shortened session. The Fed is set to release results for 32 major banks on Wednesday at 4 p.m. EDT.
Industrials trade ahead of S&P 500 as FedEx, inflation data in focus
Industrial names in the U.S. outperformed the market last week, getting a boost from lower oil that helped transports, while buyers stuck with equipment makers tied to power and data-center buildouts. Now traders want to see if earnings and numbers will back up the rally’s split.
Bank of England holds rates as energy shock eases, but inflation risk keeps cuts distant
The Bank of England held interest rates at 3.75%, choosing not to follow the European Central Bank and Bank of Japan into fresh tightening as policymakers judged that Britain’s latest energy-driven inflation shock may fade, but not quickly enough to relax policy.
Itaú Unibanco Shares Up After Capital Move, Inflation Figures in Focus
Itaú Unibanco Holding S.A. shares climbed Friday while the broader Brazilian market dipped. U.S.-traded NYSE ADRs for Itaú moved up $0.10 to $8.01. In São Paulo, Itaú preferred stock added 0.40% at R$40.66. The Ibovespa index slipped 0.13% to 171,273 points, with Itaú moving counter to weaker action in the main index.
Mortgage Rates Edge Close to 2026 Peak, Inflation Holds Pressure on U.S. Housing
Mortgage rates in the U.S. edged up again this week, moving closer to their highs from 2026. That’s more pressure for buyers dealing with high prices, persistent inflation, and few signs that the Federal Reserve is ready to cut rates. Freddie Mac on Thursday put the average 30-year fixed at 6.52% for the week ending June 11, versus 6.48% the week before. That’s just under the 6.53% seen two weeks back.