The U.S. dollar rebounded after July U.S. consumer inflation broadly matched expectations, with the Dollar Index recovering from a post-data dip to trade near 100 as Middle East tensions supported safe-haven demand. Headline CPI rose 0.1% month over month and 3.4% year over year, while core CPI increased 0.2% and 2.5%. Fed expectations shifted toward no change at the next meeting: after CPI, September rate-hike odds fell to about 40% and the chance of no change rose to 62%, while later market pricing around the PPI release pointed to roughly a 65%-66% probability that the Fed would keep rates at 3.5%-3.75% in September.