Inflation: Latest News and Analysis

The Financial Times
People are getting Trump and inflation wrong
The step missing is Federal Reserve policy. The key reason we should expect Democrat households to be wrong about their inflation expectations is that the Fed will not let another bout of rapid price ...
Reuters
Nigeria to rebase GDP and inflation data by month-end, stats office says
Nigeria plans to rebase its gross domestic product (GDP) and inflation data by the end of the month to capture changes in certain sectors of the economy and reflect current growth and consumption ...
Reuters
Mexico's central banker Heath sees inflation dipping below 4% in January
Reuters, the news and media division of Thomson Reuters, is the world’s largest multimedia news provider, reaching billions of people worldwide every day. Reuters provides business, financial, ...
Reuters
Brazil's Haddad says high interest rates will curb inflation
Brazil's Finance Minister Fernando Haddad said on Friday that high interest rates are poised to have a much stronger effect on inflation than many expect, dismissing fears that fiscal challenges could ...
Reuters
India's economy set for rebound but food inflation needs monitoring, cenbank says
India's economic growth is poised to rebound as domestic demand regains strength, but "stickiness" in food inflation warrants careful monitoring, the central bank said in its monthly bulletin released ...
Reuters
Fed to hold rates in Jan as Trump's policies stir inflation worries
The U.S. Federal Reserve will hold interest rates steady on Jan. 29 and resume cutting in March, according to a slim majority of economists polled by Reuters, as policymakers digest an expected ...
Reuters
Inflation revival persists as market risk despite CPI-fueled rally
A relatively benign U.S. reading on consumer price increases triggered a sharp relief rally in stocks and bonds on Wednesday, but traders and investors warn that markets are likely to remain anxious ...
Reuters
Irish annual inflation rises to 1.4% in December
Irish inflation rose to an annual rate of 1.4% in December after a reading of 1% in November, Central Statistics Office data showed on Thursday.
Reuters
Morning Bid: Inflation relief and bumper bank earnings
Global unemployment remained steady last year at an historical low of 5%, where it is set to stay in 2025, the International Labour Organization said in a report on Thursday.
BBC
Borrowing costs fall after inflation surprise
Bets on lower borrowing costs were also bolstered by inflation news coming out of the US, where data suggested the underlying pace of price increases was easing. The monthly report from the Labor ...
CNBC
Asia markets mostly fall as investors assess U.S. inflation data, Japan business sentiment - CNBC
Asia markets mostly fall as investors assess U.S. inflation data, Japan business sentiment  CNBC
Reuters
Stocks surge after softer US inflation, upbeat fourth quarter earnings
Global shares jumped and the dollar fell on Wednesday, after data showed core U.S. inflation rose less than expected in December, raising the chances of a second rate cut this year, while investors ...
Bloomberg L.P.
Inflation Relief For the UK — And Rachel Reeves
A reprieve for the UK gilts market will be welcome after a torrid week.
Bloomberg L.P.
Nigeria Inflation Rate at Near 29-Year High Before Data Overhaul
Nigeria’s annual inflation rate climbed to a near 29-year high in December, before an overhaul of the data later this month that may lower the gauge.
Reuters
Nigeria inflation rises for fourth month in a row in December
Nigeria's inflation rate rose for the fourth straight month in December, advancing to 34.80% in annual terms from 34.60% in November, data from the statistics agency showed on Wednesday.
Bloomberg L.P.
Bond Traders Wager Slump Set to Ease With Key CPI Data Ahead
Some bond traders are betting that the relentless selloff in Treasuries will soon lose momentum, in part because of questions around how President-elect Donald Trump’s policies will take shape.
Reuters
UK stocks mixed as investors await inflation data
London stocks were broadly higher on Tuesday, in line with their European peers following a report that U.S. President-elect Donald Trump might opt to impose gradual tariff hikes, though the FTSE 100 ...
Reuters
Futures climb as investors eye inflation data, quarterly earnings
U.S. stock index futures rose on Tuesday, supported by falling Treasury yields as investors awaited December's inflation numbers as well as upcoming corporate earnings to assess the health of the ...
Reuters
Morning Bid: Markets catch a break before inflation, earnings
Reuters, the news and media division of Thomson Reuters, is the world’s largest multimedia news provider, reaching billions of people worldwide every day. Reuters provides business, financial, ...
Global Macro Playbook
China's Bond Market Screams Deflation as Yields Plunge
China's bond market is sending a stark warning about the country's economic prospects, with yields plummeting and signaling deflationary risks, according to a Financial Times report.The 10-year government bond yield has stabilized somewhat recently but is still down roughly 42 basis points since the beginning
Reuters
India's December retail inflation slows to 5.22% y/y
India's annual retail inflation in December slowed to 5.22% from 5.48% in the previous month, government data released on Monday showed.
Reuters
HSBC forecasts Vietnam 2025 GDP growth at 6.5%, inflation at 3.0%
Vietnam's gross domestic product is forecast to grow 6.5% this year, compared with 7.09% last year, with inflation expected to ease to 3.0% in 2025 from 3.6% in 2024, HSBC said on Monday.
The Financial Times
Is US inflation set to rise further?
Economists polled by Reuters expect Wednesday’s US consumer price index to show inflation of 2.8 per cent in December, up from 2.7 per cent a month earlier. They anticipate that core inflation, which ...
Reuters
Brazil's inflation ends 2024 above target, setting stage for more rate hikes
Brazil's annual inflation came in slightly below market forecasts in December but still ended 2024 above the upper limit of the central bank's target range, with policymakers tightening monetary ...
Global Macro Playbook
Japanese Household Spending Stagnates as Inflation Bites
Japanese household spending showed signs of improvement in November, though the broader consumption trend remains soft, according to government data released Friday. This is attributed to persistent inflationary pressures, Reuters reports.Consumer spending decreased by 0.4% year-on-year, slightly better than the anticipated 0.6% decline. However, on a seasonally
Reuters
Citi expects rally in global stocks to extend into 2025, sees 10% EPS growth
Citigroup said on Friday it was expecting a rally in global equities to extend into 2025, as falling interest rates and easing inflation could help prop up corporate earnings.
Reuters
Wall St Week Ahead: Inflation report could rattle markets after bond yields climb
U.S. inflation data in the coming week could test the nerves of stock investors and further inflame worries about rising Treasury yields and uncertainty over Donald Trump's policy plans.
Reuters
China's consumer prices stall in 2024 on feeble demand - Reuters
China's consumer prices stall in 2024 on feeble demand  Reuters
CNBC
CNBC Daily Open: Fed’s inflation worries didn’t bother markets - CNBC
CNBC Daily Open: Fed’s inflation worries didn’t bother markets  CNBC
Bloomberg
Egypt Inflation Hits Two Year Low, Easing Path to Rate Cut - Bloomberg
Egypt Inflation Hits Two Year Low, Easing Path to Rate Cut  Bloomberg