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ASIA

Coming up in the Asia-Pac session on Thursday:

MNI

Coming up in the Asia-Pac session on Thursday:

USDCAD TECHS

Bullish Price Structure Intact

AUDUSD TECHS

Needle Points South

US TSY OPTIONS

BLOCK, Huge 5Y Put Buy

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Some pandemic reopening components seen lower and slower across the board M/M in July, with car/truck rental and airfares notably reversing This is key to the "transitory" narrative and helped drive the core CPI miss:


Airfares Lodging Used Cars New Cars Car/Truck Rental
Jul-21 -0.14 6.76 0.22 1.76 -4.62
Jun-21 2.73 7.90 10.49 1.89 5.18
May-21 6.98 0.43 7.29 1.63 12.10
Apr-21 10.17 8.78 10.04 0.26 16.19
Mar-21 0.44 4.42 0.55 -0.27 11.75
Feb-21 -5.09 -2.71 -0.90 0.02 7.38
Jan-21 -3.18 -2.18 -0.89 -0.48 -1.08