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


  • [New] Nepal's Economy Expected to Grow 4% in FY 2024/25 Amid Eased Inflation: Nepal Rastra Bank's preliminary forecast projects the economy to grow by 4% in FY 2024/25 at current prices, with consumer price-based growth at 4.6%. Nepal News
  • [New] Bangladesh's economic outlook for 2026 reflects a balance between moderate growth potential-estimated at around 5% and persistent structural challenges with inflation expected to ease gradually. The Daily Observer
  • [New] There are downside risks from global trade disruptions, conflict and geopolitical tensions and more persistent inflation in major advanced economies. Pearls and Irritations
  • [New] Recent economic data-CPI, non-farm payrolls, and GDP-suggest the Fed will maintain a cautious stance, prioritizing inflation control. Seeking Alpha
  • [New] Singapore could see greater price pressures in 2026 as imported costs decline at a slower pace and regional inflation picks up modestly. ST
  • [New] The Bank of England is benefiting from softer inflation prints, which could allow it to be bolder. TrustNet
  • [New] The Fed is managing recessionary pressures while managing persistently higher inflation, which could limit its ability to cut. TrustNet
  • [New] One key risk heading into the year is a more hawkish Fed, which could delay or cancel rate cuts if inflation proves stickier than expected. TrustNet
  • [New] While the Reserve Bank expects inflation will slow toward 2% in 2026, today's strong read confirms it has almost certainly finished easing and adds to signs that interest rates may need to be higher by the end of 2026. Neil's Newsletter
  • [New] New Zealand inflation pushed above the Reserve Bank's 1-3% target band in the fourth quarter as an economic recovery keeps pressure on prices, raising the risk of higher interest rates later in 2026. Neil's Newsletter
  • [New] Japanese households' longer-term inflation expectations remain near a record high, with prices expected to rise 11.6% over 2027 on average, slightly down from 11.9% in the previous survey. Neil's Newsletter
  • [New] In 2026, employer-sponsored premiums are projected to rise at roughly twice the rate of inflation. The Fulcrum
  • [New] BTC recently held around $90,091 after bouncing off $87,400, but that resilience came just as new research warned that US inflation could push above 4% in 2026. investing.com
  • [New] Medical inflation currently sits at 17% and is expected to remain in double digits into 2026. Insurance Business
  • [New] Health insurance premiums are forecast to rise 9% to 10% as Thailand moves toward an ageing population and awareness of healthcare cost inflation increases. Insurance Business
  • [New] With oil prices likely to stay modest, inflation is expected to hover near the Bank of Canada's 2% target, allowing the BoC to keep rates unchanged for the foreseeable future. Desjardins.com
  • [New] 2026 will be shaped by intersecting regimes across geopolitics, the economy and markets, with inflation staying close to 3%, growth near trend, cautious Fed easing, and continued use of tariffs and industrial policy as strategic tools. SeafoodNews
  • [New] GoldmanGS - forecasts 2.5% 2026 GDP growth but warns of risks if spending weakness forces premature Fed rate cuts before hitting 2% inflation target. Ainvest
  • [New] Japan's markets face heightened volatility with the 40-year bond yield hitting 4% for the first time, signaling BOJ readiness for further rate hikes amid yen weakness and inflation risks, potentially pressuring the Nikkei after recent slides. IC Markets | Official Blog | Blog
  • [New] US Treasury yields rose sharply as investors reduced exposure to longer-dated debt, reflecting concerns that geopolitical tension and trade disruption could keep inflation and borrowing costs higher for longer. CPA | The Credit Protection Association
  • [New] Inflation is projected to continue easing, with global inflation in 2026 now expected around 2.6%, about 0.3 percentage point lower than previously forecast, reflecting softer labor markets, weaker demand for tradable goods, and falling energy prices. Stock Market Update
  • [New] Early-year CPI has been strong in recent years, so inflation could surprise to the upside and curb expectations for Fed rate cuts. / USA BlackRock
  • [New] Renewed wage gains could point to sticky inflation that will curb how soon the Fed might cut rates again. / USA BlackRock

Last updated: 27 January 2026



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