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

• [New] UK inflation is expected to increase to 2.9% in July from 2.6% in June. CPA | The Credit Protection Association
• [New] The UAE will remain a magnet for investment and capital inflows, supported by surpluses, moderate inflation, and stable sovereign buffers. Khaleej Times
• [New] The recovery in investment activity is threatened not only by the uncertainties associated with the war in the Middle East, but also by the tightening of monetary conditions in some economies in response to the deteriorating inflation outlook. Ministry of Finance CR
• [New] The surge in UK gas and electricity bills last month will push Britain's headline inflation rate to 2.9%. The Guardian
• [New] A combination of softer inflation and weaker employment would strengthen the argument for patience from the Federal Reserve and could place further downward pressure on the US Dollar. / USA Paratus Wealth
• The resumption of the Brent rally is reigniting fears of accelerating inflation and driving up Treasury bond yields. investing.com
• Global inflation is projected to ease further in 2026 but remain above central bank targets in several advanced economies, notably the US and Japan. Lion Global Investors | Official Site
• The rise in 30-year US Treasury yields reflects rising concerns about inflation risk among investors, who are demanding a higher premium for holding long-term government debt as energy prices remain volatile and US strategic oil reserves dwindle. The Observer
• A family purchasing considerable beef, seafood, fresh produce, candy, coffee or soft drinks could face inflation substantially above USDA's overall estimate. Ag Bull Trading
• USDA lowered its all-food forecast to 2.4% from 3.1% and reduced projected grocery inflation to 2.1% from 2.9%. Ag Bull Trading
• Despite the July's CPI alleviating some fears of broad-based inflation, core inflation still rests above the Fed's 2% target, and money markets have priced - in one rate hike by December. ADM Investor Services
• Even if yields stabilize or decline in the near term, the underlying risk factors that brought us here remain firmly in place: rising federal debt and an unstable Middle East that could trigger fresh spikes in energy prices - and inflation - at any moment. investing.com
• Prolonged disruption in the Strait of Hormuz could reduce UK growth to just 0.3% in 2027 and push inflation as high as 4.3%.UK industrial and manufacturing output weakened in June even as services remained resilient. CPA | The Credit Protection Association
• Higher inflation could strengthen the case for keeping monetary policy tight, while softer inflation could give the Fed more flexibility. Trade Brains
• The MPC is prepared to adjust its monetary policy stance if upside risks to inflation materialise and threaten the return of inflation to the target range in the shortest possible time. Bank of Jamaica
• Rates: A sustained decline in inflation could increase expectations for Fed easing, supporting equity valuations. investing.com
• A softer-than-expected outcome could strengthen expectations for Fed easing and support equity valuations, while sustained inflation could reinforce the case for keeping rates high. investing.com
• As long as inflation stays above 2% and the Iran conflict maintains, rates will continue trading in a tight range with no clear catalyst to push them lower before the September Fed meeting. Bankrate
• The projected 2.5% grocery increase in 2026 is being held down significantly by collapsing egg prices and comparatively mild pork and poultry inflation. / USA Ag Bull Trading
• Renewed volatility in oil and natural gas prices following geopolitical tensions in the Middle East could keep headline inflation above the ECB's 2% target for longer. IC Your Trading Edge | Official Blog | Blog
• If PPA prices remain elevated due to inflation, supply chain issues, or grid constraints, the path to cost parity with grey hydrogen will remain blocked. EnkiAI - Find the right insight

Last updated: 29 September 2026