Macro event explainer

CPI Report Market Guide

CPI Report drives yield and rate expectations, impacting stocks, crypto, and FX.

Focus: how CPI affects stocks crypto and forexCadence: Monthly, with predictable search demand before and after every releaseUpdated: July 18, 2026

Why It Matters

Inflation surprises influence market sentiment and asset prices.

Markets To Watch

NASDAQ 100BTCGoldUSD/JPYEUR/USDTreasuries

Trader Angle

Focus on core inflation, shelter and services, and 2-year yield reactions.

USD/JPY volatility spikesDOGE price drops sharply2-year yield shifts significantly

Trader Setup Checklist

  1. 1Separate core inflation from headline inflation before forming a directional view.
  2. 2Check shelter and services components because they often shape rate repricing more than headline noise.
  3. 3Watch 2-year Treasury yields immediately after release for the cleanest policy reaction signal.
  4. 4If the first move fades quickly, the market likely over-positioned into the number.

Continue Research