Monday 11 August 2025
Start the Week 11 August 2025
Week of August 11–15, 2025
After last week’s shift in tone from Federal Reserve officials toward a potential rate cut, attention this week will turn to fresh inflation data, high-profile earnings, and multiple speeches from Fed policymakers.
On Tuesday (Aug. 12), the July Consumer Price Index (CPI) will be released, offering the latest read on consumer inflation trends. Economists will be watching closely after June’s CPI ticked higher, partly due to the inflationary effects of the Trump administration’s tariffs.
Two days later, on Thursday (Aug. 14), the Producer Price Index (PPI) will provide another view of pricing pressures at the wholesale level.
On Friday (Aug. 15), the University of Michigan’s preliminary consumer sentiment survey for August will show how households are feeling about inflation, alongside retail sales, import/export prices, and industrial production data.
The timing is critical, as the Fed heads toward its September policy meeting with a roughly 90% market-implied probability of a rate cut (CME FedWatch, Aug. 8, 2025).
Three regional Fed presidents are scheduled to speak this week:
Tom Barkin (Richmond Fed) — Tuesday & Thursday
Austan Goolsbee (Chicago Fed) — Wednesday
Raphael Bostic (Atlanta Fed) — Wednesday
Their remarks could shed light on whether the latest data is enough to support the first rate cut of 2025.
Several notable companies will report earnings this week, providing insight into AI spending, crypto adoption, and sector health:
Tuesday:
Circle Internet Group (CRCL) — Stablecoin issuer benefiting from July’s GENIUS Act, which created a U.S. regulatory framework for pegged digital assets. Shares are up over 400% since their June IPO.
CoreWeave (CRWV) — Nvidia-backed cloud provider recently announced a $6B Pennsylvania data center investment.
Cava Group (CAVA) — Fast-casual restaurant chain.
Smithfield Foods (SFD) — Major food producer.
Wednesday:
Cisco Systems (CSCO) — Network equipment maker riding AI infrastructure demand.
Thursday:
Applied Materials (AMAT) — Semiconductor equipment supplier.
Deere (DE) — Agricultural and construction equipment.
JD.com (JD) — Chinese e-commerce giant.
Monday:
Monday.com (MNDY) — Project management software.
Oklo (OKLO) — Nuclear energy startup.
Monday, Aug. 11
Earnings: Monday.com, Oklo
Tuesday, Aug. 12
Data: July CPI, July federal budget, July NFIB Small Business Optimism Index
Fed: Barkin speaks
Earnings: CoreWeave, Circle, Cava, Smithfield Foods
Wednesday, Aug. 13
Fed: Goolsbee, Bostic speak
Earnings: Cisco Systems
Thursday, Aug. 14
Data: July PPI, weekly jobless claims
Fed: Barkin speaks
Earnings: Applied Materials, Deere, JD.com
Friday, Aug. 15
Data: July retail sales, Aug consumer sentiment (prelim), July import/export price index, July industrial production & capacity utilization, Aug Empire State Manufacturing Survey