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

• [New] The ECB is quite hawkish on growth, believing GDP growth will be weaker in 2026 than in 2025, while at the same time believing that inflation will fall as low as 1.7% in 2026. Morningstar, Inc.
• [New] DWS's Eichmann expects an inflation rate of 2.1% in 2025 and 2.0% in 2026, essentially the ECB achieving its target. Morningstar, Inc.
• [New] Goldman Sachs expects the ECB to maintain its deposit rate at 2% through 2026, unless inflation softens sharply. Morningstar, Inc.
• [New] If inflation cools and the Fed hints at lowering rates, Bitcoin might benefit from increased investment as people look for alternatives to cash. Bitget
• [New] Bitcoin's 2026 recovery depends on Fed inflation policy linked to CPI, PPI, and PCE metrics. Bitget
• [New] Food inflation is expected to remain high throughout 2026, driven by a raft of regulatory pressures, including an estimated £1.1 billion (€1.27 billion) bill for the new EPR packaging tax and changes to National Insurance Contributions. ESM Magazine
• [New] Regarding inflation in the eurozone, the Autumn Forecast places this at 2.1% in 2025, and predicts that price pressures will hover around the ECB's 2% target in the near term. Yahoo Finance UK
• [New] In the EU, headline inflation is projected to fall marginally from 2.6% in 2024 to 2.5% in 2025 before declining to 2.1% in 2026 and reaching 2.2% in 2027. Economy and Finance
• [New] All in all, inflation in the euro area is expected to slow from 2.4% in 2024 to 2.1% in 2025 and then remain broadly stable at 1.9% in 2026 and 2.0% in 2027. Economy and Finance
• [New] Inflation is forecast to continue its decline in 2025, falling to 2.1% in the euro area, and then hover around 2% over the next two years. Economy and Finance
• [New] The South African Reserve Bank has lowered its policy rate by 25 basis points to 6.75%, as rate-setters project that inflation will start to come down in 2026. Central Banking
• [New] The upcoming UK budget could prompt the Bank of England to lower rates, even with inflation still well above its 2% target. Oakglen Wealth - Advisory and Discretionary Management
• [New] 88% of small and mid-size business owners say inflation is hitting their operations, prompting 64% to plan price hikes and 39% to curb spending in 2026. Forbes
• [New] Any significant inflation or slowing global growth due to higher tariff costs or other issues poses headwinds to aggregate demand, adding risk as sales growth slows and margins contract on operating deleverage. Morningstar, Inc.
• With midterms approaching in 2026, analysts see Trump's proposal as an attempt to regain momentum among working-class voters affected by inflation and health-care costs. Linea de Tres
• Trump's best chance of beating inflation now might be if he gets a very lucky break on commodity prices through a bumper harvest worldwide and oil production continuing to run ahead of demand. Fortune
• UK inflation is likely to remain the highest in the G7 in 2026. Lumon
• Large fiscal stimulus plans in the US and Japan are stoking fears that governments are fighting inflation with policies that could actually keep it higher for longer. Crypto Briefing
• Fiscally expansionary policies in Washington and Tokyo are reinforcing fears that inflation will stay above target. Crypto Briefing
• The Bank of England will have to balance keeping inflation under control with the backdrop of a weak economy. / UK UK - EN - Institutional
• With production costs having risen 5.0% in the last 12 months, food inflation has remained stubbornly high in 2025 and is forecasted to remain elevated through 2026. The Food & Drink Federation
• With GDP growth projected above 4% and inflation contained, Taiwan is poised to enter 2026 on solid footing. Taiwan Business TOPICS

Last updated: 25 November 2025