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Our Scans · (FS.6.07) Inflation · Weekly Summary


  • [New] Inflation remains moderate, with both headline and core inflation projected at 1.0-2.0% for 2026 according to the Monetary Authority of Singapore's macroeconomic review, a modest uptick from prior expectations. Joey Choy Top Stocks
  • [New] Professional forecasters in the euro area are unanimous in expecting inflation in 2026 to be close to the 2% euro area target. Banque de France
  • [New] A limited set of strikes could plausibly send oil towards $80 per barrel, while a longer conflict that causes disruptions to supply could send prices much higher - with a material effect on global inflation. City AM
  • [New] The Bank of Nassau notes that a reduction in the average tariff rate will slow inflation, allowing the Fed to accelerate monetary policy easing and creating a tailwind for the EUR / USD pair. / USA LiteFinance
  • [New] US stocks moved sharply lower Friday morning, with investors fearing the hotter-than-expected inflation report could lead the Federal Reserve to keep its rate-cutting cycle on pause. CNN
  • [New] The primary risk scenario would emerge if Germany's inflation drops materially below 2.0% while France and other economies remain near or below 1.0%, a divergence that could revive concerns about uneven price dynamics inside the currency union. investing.com
  • [New] Eurozone inflation has been stable, but downside surprises could easily trigger the pricing of more ECB cuts. investing.com
  • [New] A jump in oil prices raises the risk of imported inflation without giving the BoJ much room to respond. / Japan investing.com
  • [New] Rising potential of U.S. military action in Iran added fresh fuel to geopolitical concerns, pushing oil prices higher and keeping investors attentive to potential spillovers into inflation and sentiment. Default
  • [New] US food price inflation is expected to return to a more typical pace in 2026 after several years of disruption. Supermarket Perimeter
  • [New] Inflation is projected to ease further to 23% by end-2026, with growth expected at 4.2%, as the current policy mix balances disinflation and steady expansion, strengthens reserves, and maintains adequate current account financing. / Turkey MUFG Research
  • [New] Tariffs added a 0.7% increase in inflation over 10 months, and levies are expected to add another 0.1% in 2026. / USA Retailwire
  • [New] A permanent 15% duty would likely cement core PCE inflation above the Fed's 2% target, forcing a higher-for-longer rate environment well into 2027. The Chronicle-Journal
  • [New] Fed's paused easing cycle and sticky inflation create pressure on corporate margins, with J.P. Morgan forecasting 35% recession risk from prolonged hysteresis effects. Ainvest
  • [New] Inflation is expected to fall to around the 2% target rate in April, largely reflecting UK Budget announcements on administered prices and indirect taxes. The Scottish Government
  • [New] Core personal consumption expenditure inflation is expected to hover near 3% in H1 2026 before gradually declining toward 2.5% by year-end. Talent Everywhere
  • [New] U.S. consumer prices increased less than expected in January amid cheaper gasoline and a moderation in rental inflation, but households faced higher costs for services, suggesting little urgency for the Federal Reserve to resume cutting interest rates before summer. Physician on FIRE
  • [New] Lower US inflation numbers, with January's CPI at 2.4%, have renewed hopes for a Federal Reserve rate cut in mid-2026. FX Leaders
  • [New] The Bank of England is monitoring wage settlements closely as it assesses whether inflation pressures will allow it to lower interest rates further. RTE
  • [New] The Reserve Bank of Australia will remain 100% focused on its inflation target, its deputy governor has said, following the suggestion by an opposition politician that its dual price stability and full employment mandate should be reviewed. Central Banking
  • [New] Key risks to monitor include a sharper-than-expected global slowdown, inflation resurgence, political instability in Europe, and potential challenges to US Federal Reserve independence. https://www.bangkokpost.com

Last updated: 03 March 2026



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