[New] While we have not seen significant service cost inflation to date outside of fuel and fuel-adjacent costs, we expect to see inflation on fixed costs through the rest of this year and into 2027 as we anticipate activity levels and rig count in the Permian Basin to grow.
Diamondback Energy, Inc.
[New] A moderation in inflation could pave the way for Federal Reserve rate cuts, improving liquidity conditions for risk assets.
Khaleej Times
[New] As long as millions of barrels remain bottlenecked in the Persian Gulf, Brent crude will maintain a structurally elevated floor, keeping sustained pressure on consumer inflation and directly limiting global economic growth potential throughout the remainder of the year.
ClaritX
[New] Inflation in Peru's capital accelerated faster than expected in July as food and transport prices climbed, staying above the target range for a fifth straight month.
financialpost
[New] The impact of the Middle East conflict has been less severe than initially expected, although elevated energy and input costs continue to pose risks to inflation and industrial activity.
Daily Tribune
[New] Softer U.S. inflation and growth data, combined with stronger-than-expected Japanese economic releases, have created a favorable environment for Yen strength and placed pressure on the U.S. Dollar.
investing.com
[New] The risk to the euro is a US inflation surprise.
investing.com
[New] Inflation in the UK fell by more than expected in June to 2.6%, down from a peak of 3.8% last year.
The Guardian
[New] The Bank of England has kept UK interest rates on hold as it warned that a further escalation in the Iran war could drive inflation above 4% in 2027, adding to cost of living pressures on households.
The Guardian
[New] A hotter-than-expected inflation reading could revive expectations of a rate hike later in 2026, lifting Treasury yields and the dollar while weighing on Bitcoin.
investing.com
[New] Cooler-than-expected inflation data could reinforce the Fed's wait-and-see approach, weighing on the U.S. dollar and supporting Bitcoin and other risk assets.
investing.com
[New] If investors demand greater compensation for inflation, political risk, and endless Treasury issuance, long-term rates can rise even while the Fed cuts its short-term target.
Armstrong Economics
[New] The most immediate downside risk remains a prolonged escalation of the Middle East conflict that lifts inflation and long-term interest rates and pushes the Federal Reserve toward renewed policy tightening.
Fox Business
[New] UK inflation dropped by more than expected in June to 2.6%, but City economists are warning that the Bank of England could be forced to tear up its economic forecasts and raise interest rates later in 2026 if oil prices return to above $100 a barrel.
The Guardian
A fragile truce in the Middle East, persistent energy-driven inflation, shifting U.S. trade policy and escalating regional pressures from Europe to Africa will collectively shape geopolitical risk in the third quarter.
Stratfor
The Fed must weigh the risk of entrenching inflation expectations against the risk of tightening into a trade-war-induced growth slowdown - a policy trilemma with no clean resolution.
UCapital24 Media
Resumed Middle East hostilities, increasing tariffs, and the artificial intelligence buildout suggest upside risks to inflation, creating problems for the Fed and hinting at tightening in 2026.
Morningstar, Inc.
For ASEAN, AMRO lowered its average inflation estimate to 3.6% from 4% for 2026 and to 3.1% from 3.2% for 2027.
BusinessWorld Online
Both inflation projections would put the headline print well above the Bangko Sentral ng Pilipinas'3% target for two straight years, but below its 6.4% estimate for 2026 and 4.5% for 2027.
BusinessWorld Online
AMRO cut its Philippine inflation forecast for 2026 to 5.7% from 6% previously but kept it at 4.1% for 2027.
BusinessWorld Online
The FOMC will not see any July inflation data before this week's meeting, so the chief economist expects the Fed to keep interest rates at their current range of 3.5% to 3.75%.
Kiplinger
Last updated: 16 August 2026
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