Most surveyed institutions expect U.S. August seasonally adjusted CPI m/m at +0.4% (prev 0.1%; consensus 0.4%). A subgroup — Citigroup, Jefferies, UniCredit, Oxford Economics, Moody's, Societe Generale, Lloyds Bank, Pantheon Macroeconomics and Westpac — forecast +0.3% m/m. Sparta Capital Securities forecasts +0.2% m/m. The remaining respondents, a broad set of global banks and brokers (including Goldman Sachs, JP Morgan, UBS, Deutsche Bank, Barclays, HSBC, BofA, Morgan Stanley, Nomura, BNP Parib

2026-09-11

Most surveyed institutions expect U.S. August seasonally adjusted CPI m/m at +0.4% (prev 0.1%; consensus 0.4%). A subgroup — Citigroup, Jefferies, UniCredit, Oxford Economics, Moody's, Societe Generale, Lloyds Bank, Pantheon Macroeconomics and Westpac — forecast +0.3% m/m. Sparta Capital Securities forecasts +0.2% m/m. The remaining respondents, a broad set of global banks and brokers (including Goldman Sachs, JP Morgan, UBS, Deutsche Bank, Barclays, HSBC, BofA, Morgan Stanley, Nomura, BNP Paribas, RBC, BMO, ANZ, Scotiabank, Standard Chartered, PNC, TD Securities, Wells Fargo and Santander), are aligned with the +0.4% view.