Market pulse › Inflation
Inflation
Today25 stories · 29 articles
Net tone● −14% today
Market check
Developing6 storylines
Inflation in three lines
- Crude inflation is squeezing paint makers’ margins as Birla Opus and JSW Dulux intensify competition
- High oil prices raised rate-hike bets as MCX gold fell ₹3,200 per 10 grams and silver ₹6,700 per kg
- Brent traded above $106 a barrel, putting more pressure on government bonds
223 Sept
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Policy● mixedGlobal Market: BOJ policymakers see case for faster rate hikes as inflation risks mountBOJ policymakers see a case for faster rate hikes as inflation risks mountJapanBanksGlobal markets
Market move● mixedCrude Oil WTI tests $95.60-$97.73 resistance wall: Live levelsCrude oilFuel pricesUS inflation
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
Market move● mixedWhy bond yields are rising and why everyone should careBond yieldsUS TreasuriesUS inflation
Market move● mixedCrude Oil WTI consolidates at $93.29 in tight range: Live levelsCrude oilUS inflationGold
Broker call● mixedCostco makes progress on a key membership metric. Here's our new price target on the stockCostco's membership renewal rates moved in the right directionCostco
Market move▼ bearishDalal Street slumps on oil spike, bond rout & Irda joltUS 10-year Treasury yield moved above 5.10%Nifty and SensexCrude oilUS Treasuries
Market move▼ bearishWall Street indices remain volatile even as bond market meltdown continuesJPMorgan sees scope for bond yields to rise further amid energy-driven inflation and heavy government borrowingBond yieldsUS TreasuriesGlobal bonds
Market move● mixedAsian Bonds, Stocks to Fall as Oil Fans Inflation: Markets WrapCrude oilAsian marketsBond yields
Policy▼ bearishUS Federal Reserve’s Anna Paulson sees scope for more interest rate hikes amid inflation risksUS FedUS inflation
Policy● mixedBanxico Holds Key Rate Steady at 6.5% as Price Pressures PersistGlobal marketsRepo rate
Market move● mixedAnalysis: Higher Treasury yields deliver a reality check on a hot, inflation-prone economyElevated Treasury yields complicate Federal Reserve policy and Treasury financingUS TreasuriesBond yieldsUS Fed
Market move● mixedRising Treasury yields could push car loan rates higher, experts say. What buyers need to knowTreasury yields rose on expectations of persistent inflation and further Federal Reserve rate hikesUS TreasuriesBond yieldsUS Fed
Market move▼ bearishUS mortgage rates breach 7% as affordability pressures mountUS mortgage rates have breached 7% as affordability pressures mountUS TreasuriesBond yieldsCrude oil
Market move▼ bearishRupee declines to one-week low as oil rally fans global rate hike worriesRupee fell to a one-week low as rising oil prices stoked inflation worriesRupeeCrude oilUS dollar
Policy▼ bearishNew York Fed’s Williams says another rate hike may be appropriate by year-endJohn Williams said another rate increase could be appropriate by year-endUS FedUS inflationUS Treasuries
Market move● mixedGold rises despite Fed rate hike as real-yield link weakens, central-bank buying accelerates: Monarch PMSGold is strengthening despite higher US real yields and a Fed rate hikeGoldUS FedBond yields
Market move● mixedFed rate hike cycles have a history of denting US stock pricesUS FedWall StreetUS Treasuries
Policy● mixedRBI conducts $10 billion in dollar-rupee swaps to drain system liquidityRBI conducted $10 billion in currency swaps to reduce financial system liquidityRBIBanking liquidityRupee
Broker call▼ bearishUS bond yields, inflation risks may keep markets under pressure, says Geosphere’s Arvind SangerArvind Sanger said rising US Treasury yields and inflation risks may keep markets under pressureUS TreasuriesBond yieldsAI
Market move▼ bearishDollar holds at two-month high as strong US manufacturing data lifts rate-hike betsRobust manufacturing data fuelled inflation concerns and rate-hike betsUS dollarPMI and IIPManufacturing
Market move● mixedMarkets are rapidly coming around to the reality that the Fed has a lot more work to doHistory shows isolated tweaks are rareUS FedUS inflationUS Treasuries
Policy▲ bullishCentre cuts import duty on edible oils ahead of festivalsThe Centre cut basic customs duty on crude edible oils to lower landed costsImport dutiesFood pricesFarm commodities
Policy● mixedIndia cuts import duties on edible oils to ease prices ahead of festivalsCustoms duties were cut on crude and refined palm, soybean and sunflower oilsImport dutiesFood pricesFarm commodities