Aug 7, 2026 · 47 min
Markets brace for inflation, energy and Australia rate signals
Daybreak Weekend: US CPI, Europe Energy, RBA Decision
The week ahead could reshape expectations for Federal Reserve and Reserve Bank of Australia policy while exposing fresh risks across companies and European energy markets.
- 1US inflation, producer prices and retail sales will test expectations for future Federal Reserve moves amid weaker labor conditions.
- 2Hims & Hers, CoreWeave and Cava face distinct pressures involving subscriber growth, AI infrastructure costs and food-safety concerns.
- 3Europe’s energy strain and Australia’s softer demand complicate policy decisions as winter risks and market expectations diverge.
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James McIntyre weighs softer inflation and weakening demand against labor, migration and housing pressures ahead of the RBA decision.
The brief
Upcoming US CPI, producer prices and retail sales could shift Federal Reserve expectations as persistent services inflation meets labor-market weakness and market volatility.
Earnings previews put Hims & Hers, CoreWeave and Cava under different microscopes: slowing telehealth growth, costly AI infrastructure and food-safety concerns.
Europe faces a difficult winter as low gas storage, extreme weather, geopolitical conflict and high prices test the EU’s response and consumers’ resilience.
The Reserve Bank of Australia weighs softer inflation and weakening demand against housing, labor and migration pressures, with markets still expecting further tightening.
The episode’s central tension is whether weakening demand can offset persistent price and infrastructure pressures before policymakers deliver their next signals.
Edward HarrisonListen to the full episode and explore every guest, topic, and moment on PodLume.