Our Scans · Economic Outcomes · Weekly Summary

• [New] U.S. inflation data this week could reinforce the recent repricing of Fed policy expectations if price pressures remain firm. BlackRock
• [New] Kuwait is a major petroleum producer, and any disruption to its output capacity would send energy prices higher, feeding into inflation expectations that historically have a complex but meaningful relationship with Bitcoin's price action. Crypto Briefing
• [New] Major U.S. banks are expected to report one of their strongest quarterly performances in recent years, supported by robust consumer spending, healthy loan growth, resilient capital markets activity, and continued momentum in investment banking. X (formerly Twitter)
• [New] Attacks between the US and Iran this week revived concerns that high energy prices could fuel more inflation and force the Federal Reserve to hike interest rates. ST
• [New] Investors await second-quarter earnings reports, with technology expected to drive a 24% surge in S&P 500 profits despite inflation and geopolitical risks. ST
• [New] The global economic situation is uneasy, given the fallout from the Iran war, and any future impact of oil supply disruptions on inflation. The Guardian
• [New] ADB retained India's FY2027 - 28 Inflation Forecast at 4.0%, expecting fuel and food prices to moderate. Guidely
• [New] Lingering trade tensions, higher tariffs and elevated geostrategic risk means the world may have entered a more inflation-prone period. The Sydney Morning Herald
• [New] Fears that rising energy prices will become embedded in core inflation and that inflationary expectations are pushing the European Central Bank to take decisive action. investing.com
• [New] With $700 billion flowing into AI-related investments during 2026, technology giants are constructing the data centers, networks, semiconductor supply chains, and energy systems that will define the next generation of economic growth. CnetLabs
• [New] The oil price shock stemming from the war in Iran pushed energy costs back into the inflation picture just as headline inflation climbed above 4% for the first time in nearly three years, prompting the Fed to signal that interest rates will stay higher for longer. Cox Financial
• [New] The Nasdaq fell sharply late in the month, while sectors like healthcare, utilities, consumer staples, and real estate posted strong gains as investors sought safety amid stubborn 4% + inflation and the U.S. Fed's signal that interest rates will stay higher for longer. Cox Financial
• [New] Investors remain cautious that persistent energy-driven inflation could prompt the Federal Reserve to keep interest rates higher for longer, putting additional upward pressure on bond yields. / Iran Mortgage News Daily
• [New] Bank of England rate-hike bets have surged, with markets now fully pricing a 25-basis-point hike by year-end, up from 75% before the latest Iran escalation, as the oil shock revives UK inflation fears. investing.com
• [New] The Federal Reserve's rate-setting committee is split over whether inflation is likely to stay elevated or whether it will cool once the Iran war winds down. FDD
• [New] Global headline inflation is projected to increase from 4.1% in 2025 to 4.7% in 2026 before easing to 3.9% in 2027, signalling that the disinflation trend that began in early 2024 has stalled. The Guardian Nigeria News - Nigeria and World News
• [New] The International Monetary Fund has retained its 2026 economic growth forecast for Nigeria at 4.1%, saying the country's improving macroeconomic stability and favourable terms of trade will continue to support expansion despite a weakening global economy. The Guardian Nigeria News - Nigeria and World News
• [New] The ADB projected inflation rates for South Korea at 2.7% for 2026 and 2.2% for 2027. SBS News
• [New] The pace of further policy changes will depend on how energy prices and inflation evolve in the coming months, making the outcome of the Iran conflict a key variable for monetary policy. Nerd's Eye View | Kitces.com
• [New] Inflation appears manageable, interest rates may be stabilizing, and long-term opportunities continue to emerge in areas such as energy, infrastructure, artificial intelligence, and Canadian resource development. SilverBirch Wealth Management | Oshawa & Toronto
• The FY24 NIDIS Tribal Drought Resilience with Inflation Reduction Act Support competition will focus on addressing current and future drought risk on tribal lands across the Western U.S. to support decision-making and build tribal drought resilience in a changing climate. Drought.gov
• Due to the combined impact of the oil shock and increasing goods inflation on the back of the AI buildout, we expect the Fed to remain on hold for the rest of the year. ABN AMRO Bank

Last updated: 15 July 2026