Inflation

The combination of high energy prices and market uncertainty could soon reach the local consumer's pocket, affecting the prices of imported goods and changing the overall situation.

The dollar is strengthening in the local market, rising by 0.3% to trade at 3.03 shekels, contrary to the global trend of the American currency. Investors are awaiting the upcoming US employment report.

New inflation data in the eurozone may lead to a historic change in the Central Bank's policy. Here is how the emerging move will affect Israeli investors and the local currency exchange rate.

Major indices on Wall Street are retreating amid concerns over inflation, as most leading technology companies record price declines, except for one giant that has introduced a new CEO.

Families are giving up meat and medical treatments, gas stations are closing, and the regime fears that the distress will reignite mass protests. At the same time, the United States is launching new sanctions designed to dry up Tehran's sources of income.

Professor Amir Yaron explained the Bank of Israel's decision to lower the interest rate to 3.25%, noting it was made despite expected inflation growth. Regarding real estate, he added: "I would like to see contractors continue to lower prices." He emphasized that political pressure does not affect him: "The walls of the monetary committee room are very thick."

Ongoing disinflation and the strength of the shekel, despite a sharp rise in fuel prices, have led the Monetary Committee to decide on a further reduction in the base interest rate.

The market assigns a probability of about 50% to an imminent cut, but an in-depth analysis of the global economy reveals why the Bank of Israel may wait and presents a surprising forecast for the dollar exchange rate.

The foreign exchange market shows a mixed trend as investors await the Bank of Israel's interest rate decision. Bank Hapoalim analysts warn that the window of opportunity for a rate cut may soon close.

Trading in the US closed in a negative trend led by the Dow Jones, as the price of a barrel of Brent crude oil crossed a critical threshold and US bond yields climbed to their highest level in months.

Or Poriya, Chairman of Poriya Finance, points to the combination of geopolitical tension, pressure in the bond market, and expected interest rate decisions, warning: despite optimism in the AI sector, market volatility is expected to rise sharply.

The moderation of inflation and changes in the local labor market increase the probability of a significant step on Tuesday, while in the US a completely opposite trend is being recorded. Analysts at Leader Capital Markets provide their analysis.

The foreign exchange market is opening the week with a slight rise in the shekel against the dollar ahead of the Bank of Israel's interest rate decision. The dollar is down 0.2%, trading around 2.99 shekels.

The decline in inflation and the strong shekel support a third consecutive reduction the day after tomorrow. On the other hand, the increase in government spending and security uncertainty raise concerns that prices will start rising again, so the Bank of Israel may leave the interest rate unchanged at 3.5%.

The Financial Times reveals that several economic organizations of the Iranian government continue to operate freely in a country that has been attacked by the Islamic Republic. Citizens in Iran are furious over the fuel price hike: "The only thing that doesn't go up is our salary."

Kevin Warsh's speech at Jackson Hole marked a shift in Fed policy: moving away from excessive market signaling and returning to full accountability for inflation without external excuses.

Federal Reserve Chairman Kevin Warsh delivered his first speech at the Jackson Hole conference. He emphasized that price stability remains the primary focus and that the 2% inflation target is firm and fixed.

Three Federal Reserve officials expressed ongoing concern today about the state of inflation in the US, as the annual Kansas City Fed economic symposium opened in Jackson Hole, Wyoming. They emphasized the need for action to return inflation to the 2% target.

After its buy recommendation was downgraded and against the backdrop of a weak forecast from one of its key partners, the well-known sports brand's stock has already lost about 40% of its value since the beginning of the current year and continues to worry investors.

Pastry chains have raised the prices of honey cakes, which are especially associated with Rosh Hashanah, by 4% to 15% compared to previous Tishrei holidays. Chain owners explain that the price increases are due to rising costs of raw materials, production, operations, and labor, while others claim that the cakes that have increased in price are not at all identical to last year's cakes. And also...

The moderation of inflation and the weakening of the US labor market are lowering the probability of a rate hike there in September. However, investors are still concerned and are pricing in the risk in long-term bonds. Now also in podcast version.

The rise in US bond yields is worrying investors, but UBS bank presents a positive outlook for stocks and identifies the safest investment channels for the near term.

A trend reversal in the foreign exchange market: after yesterday's strengthening of the shekel, the dollar is rising by 0.3%, trading above 2.97 shekels.

A new macroeconomic review reveals an unusual gap between the current interest rate and the state of the economy, indicating that at least two rate cuts are expected in the coming year, contrary to market estimates.

Following the US plan for the financial isolation of Iran, currency markets show minimal movement. The dollar is trading at 3.00 shekels as investors await the Bank of Israel's interest rate decision.

When Horizon Investment House CEO Itay Lipkovich looks at the drama in US bond yields, he sees an opportunity: "When the Treasury intervenes in the market, stocks rise." Why is he looking for bargains specifically in the bond companies the market fears? And also: the tech giant he is convinced will surprise in a big way.

Deutsche Bank economists warn of a dangerous combination of a jump in bond yields to 5.3%, high oil prices, and uncertainty surrounding new sanctions, which threatens risk assets and inflation.

The dollar exchange rate in Iran has neared the two million rials mark, signaling a severe devaluation of the national currency. This trend is destabilizing the economy, forcing businesses and households to adapt to rising costs.

The Bank of Israel is preparing for a fateful decision in the shadow of surprising data from the labor market and inflation, as senior economists now estimate the real chance of a revolution in the interest rate in the coming days.

The bank's chief strategist analyzes market turmoil and explains why rising energy prices and US policy decisions may prevent the Bank of Israel from cutting rates.

The foreign exchange market remains calm ahead of the Bank of Israel's interest rate decision and the Jackson Hole symposium. The dollar is trading above 2.98 shekels, while the euro is slightly below 3.49 shekels.

For nearly two decades, developed nations have grown accustomed to markets ignoring rising sovereign debt. However, a recent sharp sell-off in long-term government bonds suggests this era of complacency may be ending.

The global risk level is rising, and in Israel, this trend is joined by renewed tension on several fronts. Government bond yields are approaching dangerous levels. The bar of expectations for Nvidia's reports is sky-high, and some wonder if it can be cleared. Another wave of reports will flood Tel Aviv, with publications from insurance companies Phoenix, Menora, and Harel. Also, a critical...

In the Iranian port of Bandar Abbas, they are working around the clock to bring grain and medicine into the country, but residents have no way to purchase basic products. Iranian officials continue to deny the economic crisis: "The situation is under control." At the same time, there are reports of a 150% increase in meat prices.

Robert Kiyosaki sharply criticizes the US Treasury's decision to expand bond buybacks, calling it a hidden issuance. With the national debt crossing the $40 trillion mark for the first time, Kiyosaki warns of an inflation spike and urges investment in Bitcoin, gold, silver, and real estate.

US Treasury Secretary Scott Bessent is attempting to stabilize the $32 trillion US Treasury bond market. Investors are concerned about rising government spending and inflation amid the war in Iran.

The author of 'Rich Dad Poor Dad' warns about the widening wealth gap and claims that the financial system operates against economic logic: 'Technology is supposed to lower prices, but they are playing with money.' These are the assets he recommends to protect savings.

The Nikkei index is down 0.4%, the Kospi is up 0.8%, and the Hang Seng is climbing 0.7%. Japan's inflation rate reached 1.9% in July amid rising energy costs.

The main indices closed with sharp declines after investors returned to focus on high financing costs and the huge US deficit, despite temporary calming attempts by the Treasury Secretary.

Following an emergency move by the US Treasury in the bond market, the US currency is losing ground rapidly. How will this extreme step affect interest rates and what will the Federal Reserve do now?

Lombard Odier's investment managers analyze the AI turmoil, the surprising job losses in the US, and the dramatic intervention in the foreign exchange market for the first time in 26 years, and identify recommended investment avenues.

Government bonds are breaking yield records around the world. Is the figure reflecting rising risks in the markets also an investment opportunity for bond enthusiasts? Experts estimate that the high yields are "changing investor considerations," but warn: "there are no free lunches."

The US government debt has reached $40.05 trillion, doubling over the past decade. The US Treasury Department announced the milestone 4.5 years after the debt crossed the $30 trillion threshold.

In an interview with Bloomberg, Bank of Israel Governor Amir Yaron tempered expectations for monetary easing on September 1, despite inflation falling to a five-year low. While a strong shekel and low indices support a rate cut, the central bank remains cautious due to various economic and geopolitical risks.

The annual consumer price index has stabilized at 1.5%, and the real estate market is showing consistent weakness with price drops of up to 2%, but the severe shortage of skilled workers continues to be a concern.

Bank of Israel Governor Professor Amir Yaron told Bloomberg that rising uncertainty makes a September interest rate cut uncertain. While praising strong growth data, the Governor emphasized the need for caution.

US 30-year government bond yields have surged to 5.3%, offering a safe alternative to stocks. Experts analyze why this growth may signal a market storm and how it will impact Israeli borrowers.

Psagot economists analyze the unusual growth in the second quarter of the year, explain what caused the jump in private consumption, and warn about the dramatic decision expected in the US regarding the interest rate level.

The trading day is expected to open with declines. The escalation between the USA and Iran is dragging Asian stock markets down, while oil prices continue to climb. Wall Street closed in the red yesterday, with chip stocks being a bright spot. Government bond yields worldwide are climbing to new highs, which is triggering a new wave of concerns. Also: a research firm predicts an upside of over 16%...

The strengthening of the shekel against the dollar may lead to an immediate interest rate cut in September, but economists warn that the move is nearing exhaustion and that inflation is expected to climb again towards the end of the current year.