US inflation
Trump’s economic promises meet political reality
The 2026 midterm elections loom as a potential disaster
US inflation, not geopolitics, remains biggest risk to markets in 2026, says this chief investment strategist
LGT Private Banking’s Stefan Hofer cautions that market volatility will be ‘much higher’ this year
Fed officials back rate-cut pause as inflation concerns linger
The central bank is widely expected to leave its benchmark unchanged at its Jan 27 to 28 meeting
The last days of Fed independence?
If Trump appoints a pliant Federal Reserve chair and monetary policy is loosened, it could stoke inflation and hurt global economic stability
US annual consumer prices increase less than expected in November
The smaller CPI rise likely reflects delayed data capture late in the month amid holiday discounts
US Fed faces dual-mandate challenge amid a divided path forward
No clear policy prescription exists as policymakers balance sticky inflation against labour market risks
US producer price index increases 0.3%, led by higher energy
Excluding food and energy, the PPI edged up 0.1%
Inflation drags US income growth to post-recession levels, risking weaker holiday spending
Older workers face earnings loss due to inflation, younger workers lack strong income gains
US Fed fractures deepen as Barr signals inflation concern
Investors now see about a 40% probability of a rate cut at the December meeting, according to pricing in futures contracts
