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

• [New] With the Bank of England now expecting inflation to fall towards its 2% target over the coming months, a cut is looking more likely going forward. Tembo Money
• [New] Globally, fiscal stimulus measures - such as Canada's C$ 70-90 billion 2025 budget and Indonesia's $3 billion Q4 stimulus - could indirectly bolster Bitcoin demand by spurring economic activity and inflation hedging. Ainvest
• [New] India publishes price data Wednesday that economists predict will show inflation slowing in October to 0.4% year on year, boosting the case for the Reserve Bank of India to resume rate cuts when it sets policy in December. financialpost
• [New] Paz will have to address Bolivia's worst economic crisis in 40 years, with year-on-year inflation at more than 20% and a chronic shortage of fuel and dollars. Al Jazeera
• [New] The threat of escalating trade tariffs, particularly between the U.S. and China, remains a significant upside risk to inflation. FinancialContent
• [New] In the United States, the Consumer Price Index (CPI) is anticipated to average 2.7% for 2025, with core inflation stubbornly hovering near 3%. FinancialContent
• [New] Federal Reserve Policy Outlook - With inflation still above the long-term target but growth showing cracks, traders expect the Fed to hold rates steady through year-end. STL.News
• [New] Downside risks: inflation could fall faster than expected if global demand for UK exports weakens, domestic spending slows as households tighten their budgets, or a stronger pound that makes imports cheaper. British Chambers of Commerce
• [New] Upside risks: inflation could rise again due to cost pressures from the Employment Rights Bill and potential tax rises in the upcoming UK Budget. British Chambers of Commerce
• [New] The BoE expects inflation to fall to close to 3% early 2026 before gradually returning towards to the 2% target over the subsequent year. British Chambers of Commerce
• [New] Given persistent inflation and geopolitical uncertainty, the BCC expects rates to remain at 4% through 2025, before easing gradually to 3.5% by the end of 2026. British Chambers of Commerce
• [New] The BoE faces a dilemma: cutting interest rates too soon could cause inflation to spike again, while keeping rates higher for longer risks slowing growth, putting pressure on households and businesses. British Chambers of Commerce
• [New] The IMF expects the UK to record the highest inflation in the G7 in 2025 and 2026. British Chambers of Commerce
• [New] While overall EM inflation is expected to cool to approximately 5% in 2025 from 8% in 2024, it largely remains above the 2% targets common in developed economies, with pockets of double-digit inflation persisting in countries like Bolivia, Ghana, and Turkey. The Chronicle-Journal
• [New] With the ECB's own growth forecasts indicating that the eurozone economy will grow by slightly more than 1% each year and inflation will settle down to 2% over the next few years, there is indeed very little reason to change its monetary policy stance. ING Think
• [New] Inflation has eased to about 2.5% core PCE but faces upward pressure from tariffs, potentially delaying further Federal Reserve rate cuts (fed funds now at 4.5-4.75%, with only 1-2 more expected in 2025). / USA Medium
• [New] In neighbouring Sweden, CPIF inflation for October came in a bit hotter than expected at 3.1%, with core also slightly above consensus at 2.8%. investing.com
• [New] Laos plans 5.5% average growth in 2026-2030 (vs. 4.24% prior), keep public debt below 70% of GDP after falling from 112% (2022) to 94% (2024), and curb inflation to 5% ± 2 (October: 4%). The Asia Cable
• [New] The IMF warned the BoE to be 'very cautious' about future rate cuts after publishing its updated economic forecast which predicts the UK will have the highest inflation rate amongst the world's most advanced economies both in 2025 and 2026. Baker Davies
• [New] Inflation data, particularly the Consumer Price Index (CPI) and Personal Consumption Expenditures, will be crucial, as the Fed's ability to continue cutting rates depends on inflation moving closer to its 2% target. FinancialContent
• [New] A number of central banks in advanced economies expect inflation to return to target by early 2026, in some cases because subdued growth outlooks and weaker labour markets will contribute to disinflationary pressures. Reserve Bank of Australia
• [New] If production levels are maintained, oil prices will remain stable; further production cuts could push up inflation; and increased production could mean weaker global demand. ODaily
• [New] If growth in the U.S. economy sputters next year and inflation remains stubbornly elevated, then we could face a difficult condition called stagflation. Advisorpedia

Last updated: 11 November 2025