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

• [New] Tariff pressures are feeding into consumer prices, hinting that trade frictions, including with India, could complicate inflation control. Economic Times
• [New] With stagflation a genuine prospect - as the US economy slows and inflation remains high - Powell gave stock markets a sign that interest rates will fall, easing the pressure on indebted companies. The Guardian
• [New] Inflation figures from Japan - including July producer prices for services and Tokyo CPI - will show whether price growth may nudge the Bank of Japan toward cutting rates. financialpost
• [New] The macroeconomic climate of lower inflation and rising economic uncertainty has chilled union militancy in Canada and cast a cloud of fear over workers. The Globe and Mail
• [New] Oil prices are at an all-time high, adding pressure to global inflation and increasing the risk of stagflation. Prime Minister's Office Singapore
• [New] EUR markets will look to the release of the ECB's negotiated wages data for the second quarter for affirmation of cooling inflation trends. investing.com
• [New] Inflation is clearly slowing from May, when it hit 3.7%, and is expected to continue easing for the rest of the year due to a moderation in rice price surges and the resumption of energy subsidies. ST
• [New] With the Fed likely to prioritize employment growth over inflation in the near term, savers face a critical decision: lock in today's high rates or risk missing out as rates decline. Ainvest
• [New] Traders see a growing likelihood the Bank of England will keep interest rates on hold for the rest of the year, after inflation came in at a higher-than-expected 3.8% for July. CNBC
• [New] The slightly higher-than-expected increase to inflation strengthens economists' expectations that the Bank of England will slow the pace of interest rate cuts. BBC News
• [New] Inflation is easing, but central banks remain cautious: Rate cuts are expected in Australia and the US, but not yet guaranteed. MGD Wealth
• [New] Brazil's Central Bank released its weekly Focus survey showing inflation forecasts jump below 5% for 2025, now expected to reach 4.95%. The Rio Times
• [New] The persistence of tariffs well above early-2025 levels continues to present downside risks for growth and keeps inflation expectations elevated, supporting a cautious approach to monetary easing. / USA IC Trading | Official Blog | Blog
• [New] Inflation excluding energy and food is seen averaging 2.4% in 2025 and 1.9% in 2026-2027, little changed from prior projections. IC Trading | Official Blog | Blog
• [New] While core PCE inflation has eased to 2.7% from a peak of 5.5%, policymakers remain wary of lingering risks, including President Trump's proposed tariffs, which could reignite inflation by 2026. Ainvest
• [New] A 4 percentage point increase in the effective tariff rate could push core PCE inflation up by 0.3 percentage points and drag U.S. GDP growth by 0.5 percentage points over the next two years. Ainvest
• [New] Fed faces dilemma: lowering rates could worsen inflation while maintaining rates risks stifling growth amid trade tensions. Ainvest
• [New] According to Euromonitor's Macro Model, a 20-40% surge in commodity prices could push global inflation up by 1 percentage point in 2025, adding further pressure on businesses. Euromonitor
• [New] Global inflation could climb to 5.3% in 2025, as supply chain disruptions and rising import costs ripple through the global economy. Euromonitor
• Barclays, which forecasts a 5.1% IPCA for 2025, now sees a modest risk that inflation will come in lower, due in part to a temporary domestic oversupply of goods hit by U.S. tariffs of up to 50%, such as coffee and beef. valorinternational

Last updated: 26 August 2025