[New] The ECB is expected to raise rates further to bring inflation back to 2% over medium term.
financialpost
[New] The Bank for International Settlements annual meeting, US jobs data, inflation readings across Asia and in the euro area and a likely rate hike in Colombia will focus investors.
financialpost
[New] Lower oil prices following the easing of tensions between the US and Iran have reduced inflation risks and lowered the likelihood of more aggressive rate hikes by the Bank of England.
investing.com
[New] Unless eurozone inflation collapses or risk sentiment breaks sharply lower, the next move will come from the US rate leg.
investing.com
[New] While geopolitical uncertainties have partially eased following an interim peace deal signed by the US and Iran, global financial markets have remained focused on the prospects of higher policy rates in the US amid elevated inflation risks.
ST
[New] If oil normalizes and tariff effects begin to fade from the inflation comparisons, the Fed could retain a hawkish posture while quietly losing the evidence needed to deliver a tightening campaign.
investing.com
[New] Looking ahead, the ongoing shift to a focus on the risks of re-accelerating inflation may develop into a potential headwind for Bitcoin as we move through H2, especially amidst generally accommodative fiscal policy across the globe.
investing.com
[New] Headline inflation in the euro area is now projected at an average of 3.0% for 2026, set against economic growth of just 0.8%.
investing.com
[New] The Fed will continue on a gradual rate-cut path in 2027, but the overall downward pace of interest rates will be significantly slower than projected in March, as sticky inflation prevents officials from easing rapidly.tradingkey.com
[New] More recently, diplomatic developments between the United States and Iran, including the signing of a memorandum of understanding that, in principle, lifts certain economic sanctions and reopens the Strait of Hormuz, have introduced the potential for easing energy-related inflation pressures.
Valuation Research Corp.
[New] The latest dot plot points to growing concern about upside inflation risks, with nine policymakers now expecting between one and three rate hikes in 2026.
LinkedIn
[New] Easing Middle East tensions and lower oil prices represent an upside risk to growth and a downside risk to inflation, but the drag from higher input and energy costs and elevated interest rates will likely continue to cap consumer and business spending.
LinkedIn
[New] Adding to the dollar's appeal is the expectation that hotter inflation will persuade the Federal Reserve to raise interest rates, boosting the attractiveness of U.S. dollar cash equivalents.
investing.com
[New] Japan faces a delicate balancing act, as it battles a weak yen and inflation imported from abroad while supporting a fragile economy expected to grow just 0.4%.
Yahoo! Finance
[New] The danger in switching from core PCE to trimmed mean PCE inflation is that the Fed may be seen as acting opportunistically, choosing a measure of inflation that fits preconceived notions regarding the future trajectory of the Fed funds rate.
U.S. Economic Snapshot
[New] The baseline forecasts have inflation back to target in 2028, suggesting that further tightening is not a certainty as the ECB arguably does not need it over the medium term.
investing.com
[New] In the baseline of the new Eurosystem staff projections, headline inflation is expected to average 3.0% in 2026, 2.3% in 2027 and 2.0% in 2028.
European Central Bank
The euro area's headline inflation is expected to rise from 2.1% in 2025 to 3.0%, while for the EU it will rise from 2.5% to 3.1% in 2026, largely driven by energy prices.
European Banking Authority
Energy prices will peak sharply in 2026, pushing both oil and gas costs significantly higher and feeding directly into inflation and reduced purchasing power.
European Banking Authority
Fears remain that a renewed conflict could put pressure on energy supplies, reignite inflation concerns, and create volatility across global markets.
investing.com
Oil prices will still be closely watched, as a sustained pullback would ease pressure on inflation expectations and give investors more confidence around the path of interest rates.
ST
By the first quarter of 2027, we should have a much clearer sense of whether energy costs are feeding into pay negotiations and stickier inflation categories.
investing.com
Lower oil prices may, over time, take some pressure out of headline inflation and eventually make the Fed's stance look less threatening.
investing.com
Last updated: 30 June 2026
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