Aug 13, 2026 – 4.49amKey Posts5 mins ago — 4.47AMBefore the Bell: ASX to fall, Wall St lifts after CPI data23 mins ago — 4.30AMYardeni lifts 2026 S&P 500 target to 840030 mins ago — 4.22AMTrump sued for selling access to his online posts33 mins ago — 4.20AMGood morningGo to latestPinned post – 4.47AMBefore the Bell: ASX to fall, Wall St lifts after CPI dataTimothy MooreAustralian share futures are pointing to modest opening losses. A tech-led rally, as the probability of a September rate hike narrowed, helped the Nasdaq Composite advance.ASX 200 futures were down 24 points or 0.3 per cent to 9128 near 4.30am AEST. The S&P 500 was 0.4 per cent higher at 2.40pm, paced higher by information technology and real estate.The consumer price index, excluding often-volatile food and energy categories, rose 0.2 per cent in July from a month earlier. On an annual basis, it advanced 2.5 per cent, matching the slowest pace since March 2021.“It’s pretty clear to date that markets have been overly aggressive in pricing nearer term hikes as July’s 8 basis points of tightening was countered by a hold and September keeps getting reduced,” Scotiabank’s Derek Holt said. “The three-month moving average of core inflation is now 1.65 per cent month-over-month [seasonally adjusted annual rate] which does not scream hike.”Market highlightsASX 200 futures are pointing down 24 points or 0.3 per cent to 9128.All US prices near 2.40pm New York time.AUD +0.03% to US70.64¢Bitcoin +0.1% to $US63,382On Wall St: Dow +0.1% S&P +0.4% Nasdaq +0.7%VIX -0.73 to 14.55Gold +1% to $US4412.34 an ounceBrent oil -0.1% to $US88.79 a barrelIron ore -0.1% to $US95.70 a tonne10-year yield: US 4.68% Australia 5.02%Today’s agendaFollow the August reporting season, with dates for all the major ASX companies on the schedule and links to our coverage. Click here.Reporting on Thursday: ASX (ASX) | Insurance Australia Group (IAG) | Orora (ORA) | Origin Energy (ORG) | Transurban (TCL) | Telstra (TLS) | Treasury Wine Estates (TWE)What we learnt from Wednesday’s results: Seek delivers investors a jobs shock | Seek delivers investors a jobs shock, AGL makes hay while the sun doesn’t shine, and Suncorp warns that insurance premium inflation is here to stay.eToro’s Josh Gilbert on Testra: “Guidance was tightened ... in February and management has given no reason to doubt it, so the market will be expecting it to deliver, especially with the share price not cutting the mustard.“Mobile remains the engine room, and the May price increases of up to 11 per cent are the clearest test yet of whether Telstra can keep growing through pricing discipline rather than chasing subscribers. The dividend is set to climb more than 10 per cent to 21 cents per share with the expanded $1.25 billion buyback behind it.“Investors should have one eye on free cash flow. It surged 48 per cent in the first half, yet full-year is expected to come in around 23 per cent lower at $3 billion as spending on the $1.6 billion Aura fibre build ramps up, and investors will want to see those dollars start paying their way.”Top storiesLabor announces $2.5b bailout for Tomago aluminium smelter | The federal government has not revealed where the money for its 50 per cent contribution will come from.Albanese tells Japan he’s been misrepresented, but his colleagues fret | Anthony Albanese’s ongoing denials over the melon gaffe are causing disquiet among colleagues who privately admit the public does not believe him.Morgan Stanley says property downturn creating private credit headache | Fears around private credit have emerged as RBA governor Michele Bullock says she is more worried about a lack of transparency among non-bank lenders in the US.KPMG paid more than $500,000 to tax division whistleblower | The big four accounting firm paid more than half a million dollars to try to keep quiet claims about its tax division while forcing out an audit whistleblower.Fetching latest articles