BREAKING: September pause odds just jumped to 64%, up from just 30% a month ago.

The shift happened fast. A week ago, odds were just 45%.

This lines up exactly with today's cooler CPI print. Headline inflation rose just 0.1% in July and slowed to 3.4% year over year, down from 3.5% in June.

Core CPI came in at 0.2% on the month, with annual core cooling to 2.5%, the lowest since February.

Falling energy prices were a major reason for the slowdown, with gasoline prices down 2.9% from the previous month.

Services inflation also cooled to 3.0% year over year.

Combined with this week’s weak jobs data, the latest numbers are pushing markets further away from a rate hike and toward a hold.

A month ago, markets leaned toward a hike. Today they're leaning the other way. A real shift in just four weeks.$SOL
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