The David Lin Report · Saturday, August 29, 2026
Colin Martin suggests that a hotter-than-expected August CPI print could influence the Federal Reserve's September decision. However, as of the end of August, Schwab's view remains that the Fed will likely hold rates steady unless there are significant positive surprises in labor market data or inflation figures.
“Now, that could change. Uh, you know, we're going to get another inflation print before the September reading.”
“If CPI for for August comes in a little bit hot, that might be enough to move the needle.”
“But as we sit right here at the end of August, our views unchanged that we think that they can remain on hold unless we get some some positive surprises, you know, a stronger labor market or higher than expected inflation.”