Market pulse › Inflation
Inflation
Today23 stories · 27 articles
Net tone● −15% today
Market check
Developing6 storylines
Inflation in three lines
- Barclays sees lasting labor-market pressures as immigration slows and the population ages
- US core consumer prices rose 0.3% in August and 2.4% year over year
- US jobs and inflation data will test the Federal Reserve’s rate path
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Leadership▼ bearishPaint makers face a crude shock as competition stays fierceCrude inflation is squeezing paint makers’ margins as Birla Opus and JSW Dulux intensify the market-share battleCrude oilJSW DuluxAsian Paints
Market move● mixedGold extends 2-week slide, drops 4.44% in a week below $4,200 amid strong dollar, high crudeGoldUS dollarCrude oil
Market move● mixedGold prices dip Rs 3,200/10 gram; silver falls Rs 6,700/kg as high oil prices raise rate hike bets. Time to sell?MCX gold fell ₹3,200 per 10 grams and silver dropped ₹6,700 per kgGoldSilverCrude oil
Market move▼ bearishOil price rise puts more pressure on government bondsBrent traded above $106 a barrelCrude oilBond yieldsUS Treasuries
Market move● mixedJapanese bond yields climb towards multi-decade highs on inflation, BOJ tightening betsJapanese bond yields climbed as services inflation and BOJ rate-hike expectations weighed on debt pricesJapanBond yieldsGlobal bonds
Market move▼ bearishPRECIOUS-Fed tightening bets weigh on gold pricesGold prices fell as higher oil prices stoked inflation fears and expectations of further rate hikesGoldCrude oilUS Fed
Market move● mixedDollar firms as US-Iran tensions lift oil and strengthen hawkish Fed betsThe dollar strengthened as investors anticipated inflation data and central bank decisionsUS dollarIranCrude oil
● mixedThe moves that backfired on Trump and drove interest rates and inflation higherDonald TrumpUS inflationUS Treasuries
● mixedRetirement planning: Why costs, asset allocation, and compounding matter more than chasing returnsETFsGold
● mixedBarclays sees lasting labor-market pressures as immigration slows, population agesUS jobs dataJobs and layoffsUS economy
Data● mixedTreasury Secretary Scott Urges Fed To Keep 'Open Mind' On US Inflation OutlookUS core consumer prices rose 0.3% in August and 2.4% year over yearUS inflationUS FedUS economy
Market move● mixedHere are the 4 big things we're watching in the stock market in the week aheadUS Fed dual mandate is in focus, alongside Micron results and Eli Lilly obesity-pipeline updatesUS FedMicronEli Lilly
● mixedWill a falling unemployment rate keep U.S. inflation above target?US inflationUS jobs dataUS economy
Market move● mixedGold and silver outlook: Job data, crude and more in focus to guide bullion this weekUS jobs and inflation data are in focus for gold and silver markets this weekGoldSilverUS jobs data
● mixedHow might a U.S. fiscal crisis unfold? Capital Economics charts the pathUS deficitUS economyUS inflation
● mixedManaging inflation riskCommodities futures can hedge inflation but carry high downside risk and may not suit many retireesETFsHousing financeCPI inflation
Market move● mixedStock Markets This Week: Geopolitical Developments, Crude Oil To Be Key Drivers, Say AnalystsMarkets will track geopolitical developments and crude oil pricesGeopoliticsCrude oilNifty and Sensex
Data● mixedMacro headwinds, rising input costs impact FMCG volumes in June quarter: NIQInput costsFMCG and consumptionFood prices
Market move● mixedWall St Week Ahead-Jobs report, inflation data to test US rate path, economic strengthA US jobs report and inflation data will test the Federal Reserve’s rate pathUS jobs dataUS inflationUS Fed
▼ bearishMint Explainer | Why a super-charged El Niño is a postcard from our futureThis year’s El Niño could bring temperatures climate change is projected to deliver 20 years from nowMonsoon
● mixedNo Economy Is An Island | The Week In WhysCountries celebrate self-reliance in domestic politics while seeking stronger partnerships with other countriesUS economyWorld BankIMF
● mixedRs 1 Crore Corpus: How Much Of It Could Inflation Take Away Over 20 Years?A ₹1 crore corpus may lose purchasing power to inflation over 20 years
Policy▼ bearishETMarkets Smart Talk: RBI may hike 50-75 bps; Archit Shah on what’s next for bondsArchit Shah expects a 50-75 bps repo-rate hike, taking rates to 5.75-6%Repo rateRBICrude oil
● mixedThe quiet inflation fighters: How debt mutual funds protected purchasing powerDebt schemes have largely preserved purchasing power across market cyclesMutual fundsMutual fund flows
Market move● mixedMcDonald's Sell-Off Hits 30% As Big Mac Inflation Spurs PushbackMcDonald's shares are down nearly 31% from their February highFMCG and consumptionUS economyInput costs
Market move● mixedAC prices set to rise 5-8% from Oct 1, hikes also loom for LED TV, washing machine, refrigeratorAC prices are set to rise 5–8% from October 1Input costsBase metalsSteel
Market move● mixedThe 10-year Treasury yield is at its highest in nearly two decades. How we got here10-year Treasury yield reached a 19-year highUS TreasuriesBond yieldsUS inflation
Market move● mixedSwiss National Bank’s Schlegel watching hot weather impact on food price inflationFood pricesInput costs
● mixedRetirement At 60 Is Not The Problem, Running Out Of Money At 75 IsUS economyUS deficitUS inflation
● mixedUK PM Burnham to set out economic vision as inflation, Iran war pose challengesUnited KingdomIranGeopolitics
Market move▼ bearishETMarkets Smart Talk | Rate-cut cycle over, RBI may be at cusp of rate hikes; yields could inch higher: Puneet PalPuneet Pal expects the rate-cut cycle to end, with policy rates rising 50-75 basis points by FY27RBIRepo rateCrude oil
Market move● mixedWall Street Week Ahead: Jobs report, inflation data to test US rate path, economic strengthUpcoming US employment and inflation reports may shift expectations for interest rate hikesUS jobs dataUS inflationUS Fed
Market move▼ bearishMounting rate hike bets keep weekly loss in sight for goldGold is set for a weekly decline of 2.1%GoldUS TreasuriesBond yields
Market move● mixedFed’s Hammack says bond yield surge not about lost inflation confidenceUS FedBond yieldsUS Treasuries
Policy▲ bullishMFIs to seek higher household income threshold for microfinance borrowersMicrofinance industry wants the household income threshold raised to Rs 300,000 per annumMicrofinanceNBFCs
Policy● mixedCentre expands subsidized onion sales to small towns as retail prices double from last yearGovernment is shipping buffer-stock onions to district markets and small townsFood pricesFarm commoditiesAgriculture
Data● mixedFrom $6 eggs to $50,000 cars, these charts show how inflation has defined the past 5 yearsRising prices have weighed on US consumer confidence for more than five yearsUS inflationFood pricesCars and SUVs
Market move● mixedGold price breaks 50-day support as oil rebound lifts inflation pressure - Kitco AM ReportGoldCrude oilUS inflation
Market move▲ bullishUS stock futures rise as Treasury yields and oil prices easeUS stock futures gained as Treasury yields pulled back from multi-year highsUS TreasuriesBond yieldsCrude oil
Market move● mixedASX 200 falls for fourth straight week ahead of RBA decisionASX 200 fell for a fourth straight week ahead of the RBA decisionRepo rateCPI inflationMarket valuations
Market move● mixedForget Iran And AI — The US 10-Year Yield Is The Real StoryUS 10-year Treasury yield hits a 19-year highUS TreasuriesBond yieldsIran
Market move● mixedWall St Week Ahead: Jobs report, inflation data to test US rate path, economic strengthUS jobs dataUS inflationUS Fed
● mixedBorrowing Costs Are Soaring. They’re Not Slowing a Robust U.S. Economy.The report says soaring borrowing costs have not slowed a robust U.S. economyUS economyUS inflationUS deficit
Broker call▼ bearishNomura’s Subbaraman sees higher interest rates as the new normal, expects 2 more RBI hikes this yearNomura’s Robert Subbaraman expects RBI rate hikes in October and DecemberRBIRepo rateCPI inflation
Market move● mixedGlobal Market: BoE officials signal growing openness to rate hike as energy costs stay highBoE policymakers are signalling greater openness to a rate hikeGlobal marketsFuel pricesBanks
Market move▲ bullishCIS buyers drive up orthodox tea prices in Kochi auctionsCIS buyers drove up orthodox tea prices in Kochi auctionsAgriculture
● mixedRetirement corpus: Will your savings last a lifetime? 8 factors to checkRetirement needs depend on lifestyle, inflation, healthcare costs, longevity, other income and withdrawal strategyPharma and healthcareStrategy
Policy● mixedBoE’s Bailey says high energy prices make it harder to leave rates on holdFuel pricesRepo rateInput costs
Market move● mixedSurging Treasury yields pose a brand new problem for Kevin Warsh and the FedMarkets expect the Fed to take a firmer hand on inflation as Treasury yields surgeUS TreasuriesBond yieldsUS Fed