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

• [New] Military.com - Military retirees and disabled veterans will receive 2.5% increases to their monthly paychecks for 2025, thanks to the annual Cost of Living Adjustment, or COLA, tied to inflation. Nova
• [New] Despite persistent inflation, U.S. technology spending is projected to reach $2.7 trillion in 2025. Emerline
• [New] If inflation proves sticky and the Fed cuts aggressively to support growth, real yields could remain suppressed, fueling capital inflows into gold ETFs and physical holdings. investing.com
• [New] Cutting rates while inflation remains elevated could weaken the US dollar further, enhancing gold's appeal to global investors seeking a hedge against currency depreciation. investing.com
• [New] Headline inflation is expected by ING to ease to 2.9% Y/Y in August, largely on base effects from last year's elevated energy prices. / Japan investing.com
• [New] CANADIAN CPI (TUE): Canada inflation will help shape expectations for more easing from the BoC. investing.com
• [New] Implication: Michigan sentiment and inflation expectations will refine Fed rate cut odds (near-certain 25 bps next week after August CPI at 2.9% YoY and 263K jobless claims), influencing commodity demand and Brazil's oil/soy exports via Petrobras and agribusiness. The Rio Times
• [New] The ECB raised near-term headline inflation forecasts slightly, implying a shallower undershoot in 2026. Morningstar, Inc.
• [New] Lower energy prices are expected to exert downward pressure on headline inflation, likely pushing it below 2% between the fourth quarter and mid-2026. Morningstar, Inc.
• [New] US inflation rose in August at the fastest pace since the beginning of the year ahead of a key Federal Reserve meeting where it will decide whether to cut or hold interest rates. BBC News
• [New] The inflation outlook in Europe is expected to improve markedly, but is still set to be above the European Central Bank's target of 2% in 2025. FedEx
• [New] Based on current monthly trends, year-end inflation is expected to slow to 28% in 2025, 21% in 2026, and 19% in 2027. / Turkey hurriyetdailynews.com
• [New] Tourism inflation is expected to ease from 8.0% in 2024 to 6.8% in 2025 (projections using tourism inflation proxy) but would remain well above the pre-pandemic value of 3.1% and significantly above overall inflation. Hospitality Net
• [New] Turkey's annual inflation came in higher than expected in August at nearly 33%. 1450 AM 99.7 FM WHTC | Holland
• [New] Turkey's medium-term economic programme forecasts inflation to hit 28.5% in 2025 and 16% in 2026, before reaching single digits from 2027. 1450 AM 99.7 FM WHTC | Holland
• [New] The release of a cooler-than-expected US CPI (annual inflation ~2.7% vs expectations ~2.9%) breathed life into risk-on mid-month, reinforcing the thesis of possible Fed rate cuts by the end of the year. The Cryptonomist
• [New] The U.S. economy is expected to grow approximately 1.7% on an annual basis for 2025, while inflation has shown persistence above the Federal Reserve's 2% target, with core PCE inflation at 2.95% and CPI at 2.84%. Tickeron
• [New] Fed projects 50-basis-point easing by year-end, potentially revitalizing real estate and high-debt sectors like AT&T and Ford, though inflation risks and tariffs may delay further cuts. Ainvest
• [New] Paraguay plans to create a strategic Bitcoin reserve using surplus hydropower, led by Vice President Hugo Velazquez, to diversify its financial portfolio and hedge against inflation. Ainvest
• [New] The IMF expects Iran's inflation rate to rise to 43.3% in 2025, from 32.6% in 2024, before slightly easing to 42.5% in 2026. The National
• [New] On economic performance, Fitch projects real GDP growth to return to 1.7% in 2025, following two years of contraction due to oil production cuts, while inflation is expected to stay below 3% between 2025 and 2027. Kuwaittimes
• [New] Recent Ukrainian strikes on Russia's oil refineries have contributed to gasoline shortages across Russia that will likely raise inflation and cause further macroeconomic instability in Russia. Critical Threats

Last updated: 16 September 2025