Inflation
U.S. inflation holds at 3.7% in July, GDP growth steady at 1.5%
Annual PCE inflation matched June’s 3.7% pace as core services and energy prices offset monthly declines. Second-quarter GDP growth was unrevised at 1.5% amid steady Fed policy.
Brazil's IPCA-15 inflation drops 0.40% in August, 12-month rate falls to 4.24%
The consumer price index IPCA-15 declined for the first time since August 2025, while the 12-month reading eased below the central bank's target ceiling. Food, housing and transport costs drove the monthly decrease.
Fed’s Warsh faces inflation test as U.S. prices rise again
U.S. inflation remains stubbornly above target ahead of the September Fed meeting, with auto, housing and leisure costs accelerating. New Fed Chair Kevin Warsh must weigh data against political pressures.
Trump Threatens Higher Tariffs on Canadian Exports After Talks Fail
Renewed threats follow the collapse of trade negotiations between the U.S. and Canada.
Truflation sees July core PCE at 0.2%, rules out Fed hikes in 2025
Forecasts steady headline and core PCE inflation for July while dismissing near-term interest rate increases. Retail sales fall as consumer caution grows.
Mexico inflation quickens to 3.26% in early August
Consumer prices rose 0.10% in the first half of August, while core inflation climbed to 3.93% year-over-year. Bank of Mexico's target remains 3% ±1 percentage point.
Truflation forecasts July core PCE at 0.2% MoM, Fed seen on hold through 2026
U.S. core inflation expected to rise 0.2% month-over-month in July, while Truflation projects the Federal Reserve will forgo rate hikes for the remainder of the year amid mixed economic signals.
UK household energy debt hits £6 billion as price cap set to rise 4%
Outstanding energy bills surge to £6 billion, with regulator Ofgem poised to lift the price cap to a three-year high. Unpaid debt adds £50 annually to household bills.
UK growth holds despite inflation pressures, Barclays says
Composite PMI rises to 52.5 in August as services lead; Barclays lifts 2027 inflation forecast to 2.5%.
UBS sees Swiss rents rising despite record-low reference rate
Swiss mortgage reference rate to stay at 1.25% through 2027, but new rental contracts remain 15% higher than five years ago as supply tightens.
Countries at Risk from Trump’s Iran Economic Penalties
Trump’s plan to impose penalties on nations trading with Iran raises concerns over potential economic fallout.
Singapore core inflation slows to 2.0% in July, below forecasts
Consumer prices excluding housing and transport rose 2.0% year-on-year, undershooting market expectations as GDP growth accelerated to 5.9% in Q2.
U.S. jobless claims fall to 206,000, below forecasts
Initial claims dipped to 206,000 last week, while continuing claims rose to 1.799 million. The data suggests a stable labor market despite July's unexpected payroll decline.
Japan's core CPI rises to 1.8% in July, still below BOJ target
Japan's core consumer prices rose for a third straight month in July, though inflation remains below the Bank of Japan's 2% target, reinforcing expectations for a rate hike by September.
Japan's core inflation accelerates to 1.8% in July, BOJ seen hiking rates
Underlying price pressures rose for a second month as yen weakness and Middle East tensions lifted energy costs. The Bank of Japan is expected to raise rates in September.
Japan PM links inflation, bond yields to economic growth
Prime Minister Sanae Takaichi says rising prices and bond yields reflect Japan’s expanding economy, while vowing to prioritize wage growth and fiscal stability.
Eurozone consumer inflation expectations fall for third month in July: ECB survey
Median inflation projections for the next 12 months declined to 2.9% from 3.0%, while three-year outlook eased to 2.7%. Five-year expectations remained unchanged at 2.4%.
Investors Rethink Portfolios as Inflation Fears Drive Shift to Alternatives
Traditional 60/40 allocations struggle as inflation erodes returns; advisors favor short-duration bonds, commodities and real assets to hedge purchasing power.
SNB’s Tschudin warns AI could fuel near-term inflation pressures
Swiss National Bank board member cites redirected investment flows and chip shortages as potential short-term drivers of price gains, though long-term impact remains uncertain.
Trump widens beef imports to ease prices
Imports are increased as domestic cattle herds shrink due to drought and reduced margins.
German producer prices rise 3.0% in July, fastest since 2023
Manufacturers' prices increased 3.0% year-on-year, exceeding forecasts and driven by intermediate goods and energy costs. The gain marks the strongest rise since April 2023.
Japan's core inflation steady at 1.8% in July, BOJ rate hike odds rise
Consumer prices rose 1.8% year-on-year, matching forecasts, while service inflation edged up.
30-year U.S. mortgage rate falls to 6.65%: Freddie Mac
The average 30-year fixed-rate mortgage declined for a second straight week, easing to 6.65% from 6.67% a week earlier. The 15-year rate also dipped slightly.
South Africa's July inflation slows to 4.3%, below forecasts
Consumer prices rose 4.3% year-on-year in July, easing from 5.0% in June and below the 4.5% estimate. Food inflation hit a 16-year low as fuel prices fell sharply.
