Despite hitting fresh record highs midweek, U.S. equities lost steam by Friday as inflation indicators complicated the Federal Reserve’s path forward on interest rates.

The Core Personal Consumption Expenditures price index — the Federal Reserve’s preferred measure of underlying inflation — rose 2.9% year-over-year in July, the highest reading in five months.

Just a week earlier, Fed Chair Jerome Powell hinted that easing rates might soon be appropriate. But the new data reintroduces a layer of uncertainty on that timeline, especially as inflation remains above the Fed’s 2% target.

Adding to economic headwinds, the U.S. goods trade deficit surged to $103.6 billion in July, up $18.7 billion from June and well above …

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