Inflation: Latest News and Analysis

Reuters
Mexico headline inflation likely ticked up in first half of February: Reuters Poll
Mexico's annual inflation rate likely rose during the first half of February as the core index remained flat, a Reuters poll predicted on Friday, boosting bets that the central bank will again opt to ...
Reuters
Bank of Canada head wants review to leave 2% inflation target unchanged
President Donald Trump said on Friday he expects Ukrainian President Volodymyr Zelenskiy to sign a minerals agreement with the United States soon as part of efforts to end the Ukraine war.
Global Macro Playbook
BOJ Rate Hike Bets Rise as Japan's Inflation Hits 19-Month High
Japan's core consumer inflation surged to a 19-month high of 3.2% in January, Reuters reports, bolstering expectations that the Bank of Japan (BOJ) will continue raising interest rates. The inflation data, released on Friday, exceeded a median market forecast of 3.1% and followed December's
Reuters
India's rate panel shifts focus to growth as inflation seen easing, minutes show
India's inflation is seen aligning with the target of 4%, which opens up space for monetary policy to address concerns on the growth front, members of the rate-setting committee said in the minutes of ...
Reuters
US equity funds attract inflows on inflation relief, earnings optimism
U.S. equity funds attracted inflows for the first time in three weeks in the seven days to February 19, buoyed by easing inflation concerns and strong fourth-quarter corporate earnings that boosted ...
Global Macro Playbook
UK Inflation Unexpectedly Rises, Complicating BOE Rate Cuts
The Bank of England's (BOE) plans to ease interest rates face a challenge as UK inflation unexpectedly rose to a ten-month high in January, as reported by The Wall Street Journal. This development comes as the BOE aims to stimulate economic growth, having already initiated a gradual approach
Global Macro Playbook
Fed Minutes Show Concern Over Trump Policies and Inflation
The Federal Reserve expressed concerns about the potential for President Trump's initial policy proposals to drive up inflation. This concern was discussed at the central bank's January 28-29 meeting, a week after Trump's inauguration, as reported by Reuters, citing the meeting's minutes.
BBC
Wetin be CPI rebasing wey National Bureau of Statistics do to make Nigeria inflation rate drop by 10% and wetin e mean for di price of goods and services?
Many Nigerians surprise afta di National Bureau of Statistics (NBS) release di inflation figure for January 2025, wey show say inflation drop to 24.48% from di 34.4%. Bifor dis latest figures, di ...
Reuters
Argentine, Turkish stocks could post more than 20% returns this year, says JPMorgan
J.P. Morgan said equity markets in Argentina and Turkey could post returns of more than 20% this year, driven by policy reforms aimed at reducing inflation levels.
BBC
Treasury warns of 'bumpy' road to lower inflation after unexpected jump to 3%
Chancellor Rachel Reeves says she is working to "deliver economic growth" - but the Lib Dems criticise her "misguided policies".
Economist
American inflation looks increasingly worrying
Trump’s tariffs are fuelling consumer concerns, which may prove self-fulfilling
Reuters
TSX futures inch up ahead of inflation data
In a holiday-shortened week, futures linked to Canada's main stock index edged higher on Tuesday as investors prepared for key economic data releases later in the day.
Reuters
Russian economy is showing first signs of cooling, Ifax cites economy minister
Russia's economy is showing the first signs of cooling, with sales and orders falling in various sectors due to high interest rates and inflation, Economy Minister Maxim Reshetnikov was cited as ...
The Financial Times
Is UK inflation on the rise again?
Wednesday’s inflation data is expected to show a 2.8 per cent annual rise in consumer prices in January, up from 2.5 per cent the previous month, reflecting the introduction of value added tax on ...
Global Macro Playbook
Retail Federation Warns of Higher Prices Amidst Trump's Reciprocal Tariff
The National Retail Federation (NRF) is warning that President Trump's new reciprocal tariffs will lead to higher prices for American consumers,The Hill reports. The president signed a memorandum on Thursday authorizing the US to impose tariffs on foreign trading partners, citing unfair practices."While we support
Global Macro Playbook
US Producer Inflation Rises, But Core Inflation May Be Cooling
U.S. producer prices saw a solid increase in January, signaling a potential resurgence of inflation and potentially extending the pause on interest rate cuts, Reuters reports. This follows Wednesday's news that consumer prices saw their largest increase in nearly 18 months. However, some details of the PPI
Reuters
India's January wholesale inflation steady at 2.31% y/y
India's wholesale inflation in January remained steady at 2.31% year-on-year, from 2.37% in December, government data showed on Friday, on moderation in food and fuel prices.
Reuters
US producer inflation trends higher; labor market remains stable
U.S. producer prices increased solidly in January, offering more evidence inflation was picking up again and strengthening financial market views that the Federal Reserve would not be cutting interest ...
Global Macro Playbook
Fed's Williams: Current Interest Rates on Track to Curb Inflation
Federal Reserve Bank of New York President John Williams expressed confidence that the current level of short-term interest rates will help bring inflation back down to the central bank's 2% target, according to remarks reported by Reuters.Williams' comments, delivered Tuesday in a speech before a gathering
Global Macro Playbook
Japan's Wholesale Inflation Heats Up, Strengthening Rate Hike Bets
Japan's wholesale inflation surged to a 4.2% annual increase in January, its fastest pace in five months, according to data released Thursday by the Ministry of Internal Affairs and Communications, as reported by Reuters. This unexpected acceleration reinforces market expectations of a near-term interest rate hike by
Global Macro Playbook
Dollar Surges as Hot Inflation Data Extends Rate Hike Bets
The US dollar soared to a one-week high against the Japanese yen on Wednesday, fueled by stronger-than-expected inflation data for January, as reported by Reuters. This unexpected jump in consumer prices is prompting markets to recalibrate their expectations for Federal Reserve interest rate cuts, potentially delaying the anticipated easing of
The Financial Times
European markets rise after Trump signals Ukraine peace talks
Russia’s full-scale invasion of Ukraine in 2022 exacerbated a global surge in inflation, as commodity and energy prices soared. It also sent western markets lower over fears of further supply chain ...
The Financial Times
Inflation is back on the agenda
Flukes . . . elevated January inflation. But in the nearly thirty years from 1992 to 2019 there were also all sorts of flukes. And this is at the 99th percentile of 3-month core inflation over that ...
BBC
US inflation unexpectedly increases
US inflation increased by more than expected last month, as higher egg and energy prices helped to push up the cost of living for Americans. Inflation rose to 3% in January, its highest rate for six ...
Global Macro Playbook
Fed to Hold Rates "Quite a While" Despite Hot Inflation, El-Erian Says
Mohamed El-Erian, President of Queens’ College, Cambridge, and Bloomberg Opinion columnist, says the Federal Reserve will likely hold interest rates steady for a significant period following the release of a hotter-than-expected inflation report.In an interview on Bloomberg Television, El-Erian stated that the Fed, if truly committed to its
Global Macro Playbook
US Inflation Unexpectedly Heats Up, Reinforcing Fed Pause
US inflation unexpectedly accelerated in January, further dampening hopes for near-term interest rate cuts, Bloomberg reports. The news, which follows a Wednesday report from the Bureau of Labor Statistics, is likely to keep the Federal Reserve on hold for the foreseeable future.The Consumer Price Index (CPI) rose 0.5%
Reuters
Analysts react to India’s retail inflation easing to five-month low in January
India's retail inflation eased to a five-month low of 4.31% in January from 5.22% in December as food price inflation declined, government data released on Wednesday showed.
Reuters
Futures dip as Powell speech in focus for tariff, inflation comments
U.S. stock index futures slipped on Tuesday as investors awaited a testimony from Federal Reserve Chair Jerome Powell for insight on tariffs and their impact on inflation in the world's biggest ...
Reuters
India inflation likely fell to 4.60% in January as food price rises moderated: Reuters poll
India's consumer inflation likely fell sharply to a five-month low of 4.60% in January from 5.22% in December on slowing food price rises, according to economists polled by Reuters.
Reuters
Trump's tariffs spur economic uncertainty, impact on inflation less clear, ECB's de Guindos says
Trade tariffs announced by U.S. President Donald Trump could trigger economic uncertainty but the impact on inflation is less clear, European Central Bank Vice President Luis de Guindos said on Monday ...