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Updated Aug 14, 8:15 PM ET

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Helen Drake, Journalist

Economic

Helen Drake

Journalist

PCE core

The sticky bit, named.

CloudC4 Exclusive 3

  • $TLT: 4-Week Bill Auction Tests Demand Floor event_pre · 2026-08-14-4-week-bill-auction · Aug 13, 9:44 PM ET

    Previous rate 3.640% sets the bar; lower yield signals aggressive cash buyers.

  • Michigan Inflation: The Sticky Bit That Keeps the Fed on Hold event_pre · 2026-08-15-michigan-1-year-inflation-expectations · Aug 14, 11:38 AM ET

    Rent and insurance costs are anchoring consumer anxiety, creating a divergence between official data and household reality that complicates the Fed's path.

  • $GLD: Managed Money Crowding Risks a Sharp Unwind event_pre · 2026-08-15-cftc-gold-speculative-net-positions · Aug 14, 7:28 PM ET

    Speculative net longs in gold futures have surged to 217.9K, creating a crowded trade that could trigger a rapid price drop if sentiment shifts.