Tag

inflation

5 articles tagged “inflation”.

Market Commentary
Stagflation 2026: What the Data Actually Says
Growth has halved, inflation is back at 3.4% and the Fed just hiked. We score the 2026 economy against the real definition of stagflation - and the levels that would confirm it.
Market Commentary
Will the Fed Cut Rates in September 2026? What the Data Says
Markets going into the 15-16 September FOMC are not pricing a cut - they are pricing a hike tail. Here is what the July dissents, core PCE at 3.3% and negative payrolls actually imply.
Macro
Europe Macro Outlook: Sticky EURUSD Support Levels
Eurozone inflation data shows a sticky core reading, forcing the ECB into a stance of 'policy caution' despite cooling headline numbers.
Editor's Picks
Crude Oil Price Resistance and Global Inflation Pressure
Crude oil prices remain elevated, creating persistent headwinds for central banks and global inflation as energy shocks transition into duration pricing.
Market Commentary
India Wheat Crop Gap: Impact on Inflation and Policy Mix
India's latest wheat output estimates signal a domestic supply gap that could complicate inflation management and the central bank's policy path through 2026.