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

• [New] Inflation is expected to decelerate moderately, and the cycle of monetary policy easing is likely to continue in 2026. / USA economic-research.bnpparibas.com
• [New] Falling U.S. inflation gives the Fed room to ease policy, a development that could lift risk assets, including cryptocurrencies and equities. CryptoRank
• [New] Interest Rates Stay High for Longer: Trump's proposed policies, including increased tariffs on China and significant government spending, could drive up global inflation. Property Lovers
• [New] Interest Rates Impact: With Donald Trump's policies expected to drive inflation, global interest rates, including in Australia, are likely to stay high. Property Lovers
• [New] Weak household spending could pick up in 2026 as lower inflation and the delayed impact of rate cuts benefit consumers. The Business Times
• [New] There are significant risks around, notably high valuations in technology stocks and the potential for further inflation stemming from US fiscal and monetary policy. Armstrong Watson
• [New] CPI inflation in India has remained benign during 2025-26. The Times Of India
• [New] If tariffs indeed foster inflation that safeguards jobs, 2025 might mark a pivotal shift in how trade policies are viewed - not as mere protectionism, but as tools for economic resilience in turbulent times. / USA WebProNews
• [New] With the Fed raising its 2026 GDP forecast to 2.3%, the consensus view is that the U.S. economy is entering a period of Goldilocks growth - not too hot to fuel inflation, but not too cold to trigger a downturn. Valley City Times-Record
• [New] The last mile of inflation remains a risk; if service-sector costs or potential trade tariffs push CPI back toward 3%, the Fed's 2026 plans could be abruptly halted, leading to a no-landing scenario that could catch markets off guard. / USA Valley City Times-Record
• [New] Europe and the U.K. will likely remain vulnerable to imported inflation, slower global trade, and the looming threat of Russia's increasing military presence - limiting the upside potential for euro and sterling. Comerica
• [New] The dollar will still likely maintain relative strength in 2026 as tariffs boost inflation and keep nominal yields elevated. / USA Comerica
• [New] FX observers should expect a more politicized monetary stance, where rate cuts or pauses may come sooner than inflation dynamics justify, particularly if growth slows ahead of the 2026 mid-term elections. Comerica
• [New] The ECB raised its growth and inflation forecasts for 2025 to 2027 while keeping interest rates unchanged. investing.com
• [New] Many analysts expect 2026 to bring a transition period, marked by more moderate growth, easing inflation pressures, and potential policy adjustments by central banks. STL.News
• [New] Global inflation is expected to fall, but US inflation is predicted to stay above target, with downside risks from potentially higher tariffs, elevated uncertainty, and geopolitical tensions persisting. Medium
• [New] The Fed has signaled a potential pause in rate cuts for the first half of 2026 to guard against any rebound in core services inflation, such as shelter and insurance, which remain sticky. FinancialContent
• [New] High unemployment and slow hiring could reduce consumer spending and lower inflation in 2026. / USA 24/7 Wall St.
• [New] Tariff-related inflation should peak in early 2026. Yahoo Finance UK
• [New] The MPC is likely to need more evidence that inflation is under control before agreeing to further rate cuts in 2026. Liverpool Chamber of Commerce
• [New] Shifting Risk Landscape While 2025's Indicator shows declines in concern over several economic factors - such as inflation, interest rates, and recession fears - there are notable increases in other risk areas that weigh on enterprise risk planning. Wolterskluwer
• [New] A bullish case sees Bitcoin reaching $100,000 by mid-2026, fueled by inflation concerns and adoption as a hedge asset. Interactive Crypto

Last updated: 30 December 2025