Inflation
The latest CapitalWire reporting and analysis tagged Inflation.
Global Factory Activity Stalls in October as Energy Costs Squeeze Margins
Flash purchasing managers' surveys for October showed an expansion losing momentum across the U.S., euro area and Japan, with input-cost gauges climbing as the oil shock feeds into producer prices.
Column: The Fed's Hawkish Turn Is a Supply-Shock Story, Not a Demand One
The death of the easing narrative this fall is rooted in an energy-driven supply shock, which means the Fed is tightening into an inflation it cannot directly control — a position that carries real risk for the real economy.
Oil Shock Deepens: Brent Tops $114 as Middle East Supply Risks Compound
Brent crude held above $114 a barrel after Houthi attacks on Saudi facilities, an evacuation at Saudi Aramco's headquarters and Libyan outages stacked supply risks, keeping the global inflation impulse firmly bid.
Fed Set for Hawkish Hold on Oct 28 as Markets Price a December Hike
The FOMC is expected to hold at 3.75%-4.00% on October 28, but futures put roughly 72%-80% odds on a further hike in December as CPI runs at 3.7% and the oil shock feeds through.
Treasury Market Reprices as Inflation Expectations Slip Below 2.3%
Long-dated U.S. government bonds have rallied sharply, pulling ten-year yields below 3.6% and breakeven inflation to a two-year low.
ECB Balances Growth Concerns Against Sticky Services Inflation
The European Central Bank held rates steady on Thursday while flagging weaker growth prospects in Germany and continued services price pressure across the euro area.
Inflation Returns to Target Range Across Advanced Economies
Headline inflation across the G7 has fallen to an average of 2.3%, the closest to target since 2020, though the composition of price pressures has shifted.