Updated
Updated · Barchart · Aug 12
Dollar Index Rises 0.20% as 10-Year Auction Hits Highest Yield Since 2007
Updated
Updated · Barchart · Aug 12

Dollar Index Rises 0.20% as 10-Year Auction Hits Highest Yield Since 2007

3 articles · Updated · Barchart · Aug 12

Summary

  • The dollar index climbed 0.20% Wednesday, reversing an early CPI-driven dip even as markets cut the odds of a September Fed hike to 40% from 51%.
  • A 10-year Treasury auction cleared at the highest yield since the 2007 financial crisis, lifting Treasury yields and helping the dollar recover despite July inflation cooling in line with forecasts.
  • July CPI eased to 3.4% year over year from 3.5%, while core CPI slowed to 2.5% from 2.6%; both monthly readings matched expectations at 0.1% and 0.2%, respectively.
  • Middle East tensions added safe-haven support, with no visible progress in U.S.-Iran talks over the Strait of Hormuz after a U.S. Navy helicopter fired on a cargo vessel Tuesday.
  • The firmer dollar pushed EUR/USD down 0.19% and limited precious-metals gains, though gold still rose 0.59% and silver gained 1.18% on the softer inflation backdrop.

Insights

With inflation cooling, are markets prematurely celebrating a Fed pause while ignoring the hidden risks of AI data center energy constraints?
Can older AI chips truly sustain multi-year revenue streams, or is the market underestimating the speed of technological obsolescence?
Will CoreWeave's massive debt load and rapid cash burn eventually crush its AI infrastructure empire despite a booming backlog?