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

• [New] With midterms approaching in 2026, analysts see Trump's proposal as an attempt to regain momentum among working-class voters affected by inflation and health-care costs. Linea de Tres
• [New] Trump's best chance of beating inflation now might be if he gets a very lucky break on commodity prices through a bumper harvest worldwide and oil production continuing to run ahead of demand. Fortune
• [New] UK inflation is likely to remain the highest in the G7 in 2026. Lumon
• [New] Large fiscal stimulus plans in the US and Japan are stoking fears that governments are fighting inflation with policies that could actually keep it higher for longer. Crypto Briefing
• [New] Fiscally expansionary policies in Washington and Tokyo are reinforcing fears that inflation will stay above target. Crypto Briefing
• [New] The Bank of England will have to balance keeping inflation under control with the backdrop of a weak economy. / UK UK - EN - Institutional
• [New] With production costs having risen 5.0% in the last 12 months, food inflation has remained stubbornly high in 2025 and is forecasted to remain elevated through 2026. The Food & Drink Federation
• [New] With GDP growth projected above 4% and inflation contained, Taiwan is poised to enter 2026 on solid footing. Taiwan Business TOPICS
• [New] There is evidence that rising employment costs have been passed on to consumers and contributed to the UK's stubbornly high rate of inflation of 3.8% - a figure that is now expected to ease considerably in the coming months. SKY
• [New] 57% of Asia-Pacific insurers expect medical cost inflation to persist for at least three years, with 42% anticipating even longer-term pressures. Insurance Business
• [New] Fed officials are divided on the path for rates, and disruptions to government inflation and jobs data are not helping. Morningstar, Inc.
• [New] The Federal Reserve's stance on interest rates remains critical; while aiming to tame inflation, overly restrictive policies could further stifle middle-class recovery. Pasadena Star News
• [New] With lower inflation predicted in 2026, Turkey is expected to top the global rankings for real wage increases in 2026. theHRDIRECTOR
• [New] The outlook for 2026 is slightly better, with a forecast real increase of 1.1% as UK inflation is predicted to cool. theHRDIRECTOR
• [New] The dollar index has snapped a brief losing streak and remains supported by firm economic performance, persistent inflation, and expectations that the Federal Reserve will be slow to lower interest rates further in 2025. / USA IC Markets | Official Blog | Blog
• [New] The Bank of Uganda has maintained the Central Bank Rate at 9.75%, citing steady economic growth, subdued inflation, and improving domestic conditions, while remaining cautious of persistent global risks. allAfrica.com
• [New] Persistent Stagflationary Risks: If inflationary pressures resurface, particularly from tariffs, the US could enter a period of slower growth and elevated inflation, forcing a hawkish Fed stance and potentially a volatile dollar. The Chronicle-Journal
• [New] Energy Prices: Sudden spikes in global crude oil prices, particularly due to disruptions in key producing regions or shipping choke points, could reignite inflation concerns and influence central bank policies. The Pilot News
• [New] Central banks globally are beginning to factor climate change into their inflation models, with some projections suggesting global warming could add up to 3 percentage points to annual food inflation by 2035. The Chronicle-Journal
• [New] Despite high near-term readings, the MPC projects inflation will return toward 2% by the first half of 2026 as spare capacity and moderating tradables curb price momentum. IC Markets | Official Blog | Blog
• 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
• 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

Last updated: 18 November 2025