economy
Here are the 2 big things we're watching in the stock market in the week ahead
The market's attention will be on July inflation data.
TL;DR
- July inflation data (CPI and PPI) are key economic reports to be released this week.
- AI data center buildouts are identified as a significant, potentially durable, source of inflationary pressure.
- The Iran war's impact on energy prices is another factor influencing inflation.
- Cardinal Health's fiscal 2026 fourth quarter earnings report is the main corporate event of the week.
- Existing home sales and retail sales reports for July will also be released.
- Fed Governor Lisa Cook believes inflation risks now outweigh employment risks.
- There are differing views within the Fed regarding the long-term inflationary or deflationary impact of AI proliferation.