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

• [New] U.S. stocks rose on Friday after a tame inflation report reinforced expectations that the Federal Reserve will cut interest rates at its final meeting of the year next week. Investopedia
• [New] A weakening dollar in early 2026 and resilient commodities like gold / base metals offer strategic opportunities amid global central bank rate normalization and inflation hedging demands. Ainvest
• [New] Bond investors have warned the US Treasury that Hassett may prioritise Trump's preferences and push for aggressive easing, raising the risk of higher inflation and a Treasury sell-off. investing.com
• [New] Increasing the Plastic Packaging Tax in line with CPI inflation for 2026 to 2027 does not go far enough. WhatTheyThink
• [New] Food price inflation will remain above 5% in 2026, especially as a new sugar tax announced in the Budget does little to mitigate the rising cost of food and essentials. The Week
• [New] Inflation may have fallen from its double-digit highs but is still expected to remain above the Bank of England's 2% target into 2026, which will impact household bills. The Week
• [New] The Fed will likely cut rates further if the flow of economic data suggests that inflation is slowing or if the unemployment rate rises further. Oppenheimer.com
• [New] Import prices from China surged 0.8%, the highest since 2008 - a sign that tariff-driven inflation could reemerge in early 2026. investing.com
• [New] As the world begins to better understand how artificial intelligence impacts economic growth, inflation, and corporate investment, economists and strategists at BofA Global Research are preparing for more volatility in 2026. Funds Society
• [New] Persistent inflation could force the Fed to maintain higher rates for longer, impacting borrowing costs and corporate profitability across sectors. The Chronicle-Journal
• [New] Most major central banks are expected to maintain or lower borrowing costs over the coming year as inflation pressures ease. The Globe and Mail
• [New] In the U.S., inflation is expected to peak in mid-2026 due to tariff pass-through before easing. The Globe and Mail
• [New] The Fed's median forecast for PCE inflation in 2025 was revised to 2.5% from 2.1% in prior estimates, signaling a recognition of stickier inflationary trends potentially exacerbated by fiscal policies and supply chain disruptions. WebProNews
• [New] A critical watchpoint will be inflation, as an overly aggressive easing by central banks, coupled with ongoing fiscal incentives, could inadvertently create a perfect storm for renewed inflationary pressures in 2026 and 2027. / China FinancialContent
• [New] Many economists - not least the Fed's doves - expect AI to be a massive positive for productivity, which pushes down inflation. investing.com
• [New] Inflation is cooling, bond markets have stabilised, and speculation is growing that central banks, including the Fed, could deliver a rate cut in December. TradingView
• [New] The tariff news, which some commentators have described as worse than even the worst-case scenario, could shift the Fed's focus from inflation concerns to economic weakness. / USA Morningstar
• Still, with the eurozone economy struggling to sustain growth over 1% year-over-year in the coming quarters, and inflation threatening to slip below 2% in the coming months, the risk of a rate cut in H1 2026 should not be entirely ruled out. Marc to Market
• Sticky inflation backs the Riksbank's forecast that the policy rate will remain at 1.75% until Q3 / Q4 2026. / Sweden Brown Brothers Harriman
• Peterson Institute for International Economics estimates, that imposing an additional 60% tariffs on China, and if China retaliates, would result in US real GDP to fall by more than 0.2% below baseline by 2026, and the US inflation to increase by 0.7 ppts above baseline in 2025. MUFG Research
• Progress in lowering inflation has stalled and cautioned that further rate cuts could risk entrenching higher inflation and undermining the Fed's credibility regarding its 2% inflation target. Advisorpedia
• Romania's real GDP growth is expected to remain low at 0.7% in 2025 and 1.1% in 2026, as the necessary fiscal consolidation dampens private and public consumption, in turn further affected by a surge in inflation. Economy and Finance
• Tokyo's hotter-than-expected inflation has traders bracing for a BOJ rate hike as early as December, with odds climbing sharply for further tightening in 2026. investing.com

Last updated: 09 December 2025