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

• [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
• [New] If inflation reaccelerates and the Fed pivots hawkish, the rate-cut bets supporting gold could unwind quickly. investing.com
• [New] Medical Inflation: Global premiums are rising by over 10.3%, driven by high labour costs and trade-related supply chain disruptions. Zymr
• [New] Employers and payers are bracing for continued cost inflation; medical costs are projected to rise at double-digit rates globally in 2025 and 2026 if unchecked. Zymr
• [New] If unemployment and inflation trends continue as they did in 2025, odds favor another fed funds cut or two in 2026, which could drop rates another -0.25 -0.50%. Compeer
• [New] Measures of hiring, wage growth, and unemployment will help shape expectations around the pace and scope of further policy easing in 2026, particularly as officials continue to balance cooling inflation against signs of softening labour conditions. Default
• [New] Inflation staying under control in the US helped support risk-taking, but strong jobs data pushed expectations for Federal Reserve rate cuts further out, leading to a brief pullback in risk assets. investing.com
• [New] Tariff negotiations, including the USMCA, and potential policy shifts could reignite price pressures precisely when the Fed hopes inflation is contained. Global Association of Risk Professionals
• [New] Inflation is projected to decrease from 2.1% in 2025 to 1.9% in 2026 and then to 1.8% in 2027, before rising to the European Central Bank's medium-term target of 2% in 2028. / Germany First Business Bank
• [New] Watch core services inflation (especially shelter) for signals about when the Fed might finally cut again. BabyPips.com
• [New] Silver soared above USD 90/oz for the first time ever and gold climbed toward record levels as softer than expected US inflation data reinforced expectations of Fed rate cuts, boosting demand for safe haven asset amid continued geopolitical uncertainty. MUFG Research
• [New] Inflation is expected to run moderately above the Fed's 2% target in 2026 but remain in the 2-3% range, with most major forecasters looking for some cooling as 2026 progresses rather than a new inflation spike. / USA McKinley Carter Wealth Services
• [New] With core Personal Consumption Expenditures projected to average between 2.4% and 2.7% for the 2026 fiscal year, the era of ultra-low inflation appears to have been replaced by a new, more expensive normal that threatens to delay interest rate cuts indefinitely. FinancialContent
• [New] Inflation in 2026 is not evenly spread - essentials like electricity, water, insurance and groceries are expected to remain higher, partly due to structural issues in energy markets and rebounds in costs after government rebates from prior years ended. The Times
• [New] Signs that inflation is cooling could make it more likely that the Federal Reserve will reduce its key interest rate later in 2026, which could translate into lower borrowing costs for mortgages, auto loans, and credit cards. KSAT San Antonio
• [New] The Federal Reserve's pivot away from tightening and back toward liquidity expansion signals a renewed willingness to support growth, even at the risk of higher inflation. / USA ROI TV
• [New] If inflation remains sticky, the Federal Reserve could pause its rate-cutting cycle, which would temporarily dampen the enthusiasm for interest-rate-sensitive stocks like Postal Realty Trust and other real estate investment trusts. / USA Press Telegram
• [New] Nearly half of economists now expect inflation to stay elevated through 2027. Bankrate.com
• [New] The fight against inflation could stretch on for at least another year, with experts growing less optimistic that inflation will return to the Fed's 2% target anytime soon. Bankrate.com
• [New] After years of global price shocks, supply-chain disruptions, and record cost-of-living pressures, policymakers are now bracing for a new phase of inflation risk that could reshape the economic landscape for households, businesses, investors, and workers alike. The Times
• [New] Headline inflation declined from 4.0% in 2024 to an estimated 3.4% in 2025, and is projected to slow further to 3.1% in 2026. / USA The Financial Express
• [New] Accelerated growth could push inflation to 3-4%, per S&P Global Ratings, prompting fewer rate cuts or even hikes. NextBigFuture.com

Last updated: 20 January 2026