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


  • [New] Headline inflation declined from 4.0% in 2024 to an estimated 3.4% in 2025, and is projected to slow further to 3.1% in 2026. / USA The Financial Express
  • [New] Accelerated growth could push inflation to 3-4%, per S&P Global Ratings, prompting fewer rate cuts or even hikes. NextBigFuture.com
  • [New] Average consumer price inflation is projected to edge up from an estimated 8.3% in 2025 to 8.7% in 2026, ranging from 3.2% in Nepal and 4.1% in India to 35.4% in Iran. The Tribune
  • [New] PwC expects RevPAR to rise by 0.9%, with average occupancy reaching 62%, while inflation, new supply, and evolving travel behaviour continue to weigh on performance. / USA Hospitality.today
  • [New] Governor Amir Yaron stressed that while inflation has moderated, risks of renewed price pressure persist, keeping the future rate path gradual. / Israel MUFG Research
  • [New] While inflation was in double digits for much of 2025, it is expected to average roughly 7.7% to 9.2% in 2026 as the effects of the drought fade. / Zambia Mpelembe Network
  • [New] While standard inflation has leveled off, long-term care rate increases in 2026 are projected to range between 4% and 8%, significantly higher than the 2.8% Social Security COLA. SavingAdvice.com Blog
  • [New] Additional volatility in 2026 could have significant consequences for U.S. oil and gas companies in the continental U.S., with cost inflation in materials potentially eroding margins. JD Supra
  • [New] The consensus forecast was that Mexico's headline inflation rate will be 3.7% at the end of 2027. Mexico News Daily
  • [New] The median forecast of the institutions surveyed by Citi is that Mexico's annual headline inflation rate will be 4% at the end of 2026. Mexico News Daily
  • [New] Bond traders are increasingly betting that the Fed will maintain its current pause on rate hikes, with Philadelphia Fed President Anna Paulson noting that while current rates are a little restrictive, further adjustments will depend on continued cooling of both labour and inflation. Valley City Times-Record
  • [New] Inflation linked to AI hardware and energy costs will likely dampen returns for investors. Hack Diversity
  • [New] Sheets expects U.S. inflation to stay above the Fed's 2% target through at least 2027, due in part to corporate AI investment. Hack Diversity
  • [New] Inflation reaccelerates modestly into mid-2026 as tariffs feed through, but softer energy prices and decelerating shelter costs will help inflation drifting back towards 2.5% by year-end. OMFIF
  • [New] Fed faces dilemma: easing to stimulate growth vs. curbing inflation, with political pressures threatening independence. Ainvest
  • [New] Historically, when the U.S. moves toward a neutral rate, global capital flows shift toward higher-growth regions, a trend that could define the second half of 2026 if the January data confirms a sustainable downward trend in domestic inflation. Poteau Daily News
  • [New] Inflation in the eurozone will fall to 2% y/y in 2026, which is in line with the ECB's target. GMK.CENTER
  • [New] The Fed plans one 2026 rate cut amid softening labor markets and persistent inflation above 2%. Ainvest
  • [New] G20 consumer price inflation is projected to fall to roughly 2.8% in 2026 (from 3.4% in 2025) as central banks maintain tighter policies. 1BusinessWorld
  • [New] S&P 500 projected to rise 17% in 4 Q2026 driven by AI productivity gains and Fed rate cuts to 3%, but faces midterm election volatility and inflation risks. Ainvest
  • [New] The risk for 2026 is that as activity gains momentum, workers start to feel more confident asking for higher pay and inflation does become a bigger issue. AJ Bell
  • If geopolitical risks increase, inflation stays elevated, and central banks remain active buyers, gold may push toward $5,000 per ounce by the end of 2026. zForex

Last updated: 13 January 2026



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