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Our Scans · (FS.6.07) Inflation · Weekly Summary


  • [New] The euro area's headline inflation is expected to rise from 2.1% in 2025 to 3.0%, while for the EU it will rise from 2.5% to 3.1% in 2026, largely driven by energy prices. European Banking Authority
  • [New] Energy prices will peak sharply in 2026, pushing both oil and gas costs significantly higher and feeding directly into inflation and reduced purchasing power. European Banking Authority
  • [New] Fears remain that a renewed conflict could put pressure on energy supplies, reignite inflation concerns, and create volatility across global markets. investing.com
  • [New] Oil prices will still be closely watched, as a sustained pullback would ease pressure on inflation expectations and give investors more confidence around the path of interest rates. ST
  • [New] By the first quarter of 2027, we should have a much clearer sense of whether energy costs are feeding into pay negotiations and stickier inflation categories. investing.com
  • [New] Lower oil prices may, over time, take some pressure out of headline inflation and eventually make the Fed's stance look less threatening. investing.com
  • [New] Fed officials projected headline PCE inflation at 3.6% and core PCE inflation at 3.3% for 2026. investing.com
  • [New] Inflation jumped when the Iran conflict broke out and is expected to rise further due to the knock-on effects of higher oil prices. BBC News
  • [New] Average annual inflation will ease from 16.6% in 2026 to 14.4% in 2027 due to normalising energy prices, favourable base effects, and the tapering of election-related spending, creating scope for the CBN to lower rates to 24.0%. Fitch Solutions
  • [New] The Fed increased its inflation outlook, with the PCE index now expected to reach 3.6% by the end of 2026 versus 2.7% in the previous forecast. investing.com
  • [New] The Fed raised its inflation forecasts and signaled a higher expected policy rate path as markets increasingly price out rate cuts and shift toward the possibility of additional tightening. Mortgage News Daily
  • [New] If the Fed raises rates in 2026 while the Bank of England keeps them on hold, the divergence in monetary policy will push down the GBPUSD exchange rate and accelerate UK inflation. investing.com
  • [New] The UK economy is showing signs of weakness, and inflation, according to Bloomberg estimates, will peak at 3% in 2026. investing.com
  • [New] Global consumer price inflation is expected to stay elevated at 4.1% in 2026, with the S&P Global Material Price Index (excluding energy) forecast to rise over 20%. Seeking Alpha
  • [New] Global inflation is expected to climb above 5%, increasing the risk of the dreaded s word: stagflation, which occurs when prices rise but economic growth stalls. Aviation Tech Today
  • [New] A hot 4.2% US inflation print - the third monthly rise in a row - turned rate-cut hopes into rate-hike fears, sending money out of technology and into banks on Wall Street. The Rio Times
  • [New] Markets (and the ECB) might need more inflation data before repricing the risk of second-round effects. investing.com
  • [New] Global oil supply issues will take some time to resolve, maintaining upward pressure on global energy prices and inflation. Urbantech Finance - Borrow For Tomorrow | Finance Broke
  • [New] Retail gasoline rose 3.93% over the month to early June, its sharpest jump since 2018, and headline inflation could pass 6% year on year for the first time in 2026. Euromaidan Press
  • [New] A prospective US-Iran peace deal to reopen the Strait of Hormuz has eased fears of an energy-driven inflation shock and rate hikes. LiquidityFinder
  • [New] If reform spreads beyond Florida, the social-inflation tailwind padding casualty rate adequacy fades; if it does not, nuclear-verdict reserve risk stays live. Matterfact
  • [New] Any change in the Fed's outlook for inflation or future rate moves could trigger significant volatility across global financial markets. X (formerly Twitter)
  • [New] This year's (2026-2027) El Nino weather phenomenon can significantly affect global commodities, and food price inflation can be expected, especially if it is confirmed to be what is commonly known as a 'Super El Nino'. SeafoodNews

Last updated: 23 June 2026



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