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Rising oil prices are feeding inflation risks, forcing central banks to delay rate cuts despite easing geopolitical tensions.

Gold price surge is driving up India’s core inflation despite falling headline CPI, complicating RBI’s monetary policy outlook. #gold #inflation #RBI

Japan headline CPI slowed to 1.3% y/y in Feb 2026 while core-core stayed at 2.5%, raising policy questions ahead of subsidy rollbacks.

Commentators pointed to rising average weekly earnings and a low three-month core CPI annual rate (about 1.6%) to argue growth has been non-inflationary, then debated why many voters report feeling worse off—citing partisan differences in surveys.

Japanese core-core inflation accelerated to 1.9% in July, pushing market expectations toward an immediate Bank of Japan interest rate hike in September.

With CPI already out, attention turns to PPI data as analysts refine their core PCE estimates ahead of the Fed's September 16 meeting. Forecasts cluster around a 0.2% monthly core PCE rise, but crucial jobs and inflation data still lie ahead.

US inflation fell 0.4% in June, its largest monthly drop in four years, as gas prices eased and core prices cooled more than expected.

The personal consumption expenditures price index was expected to show a 4.1% annual increase.

​Inflation Trends in 2025 provide crucial insights into economic indicators. Stay informed on CPI data and core inflation trends affecting your finances.

Core: * Prior was +2.5% * Core m/m 0.2% vs +0.15% exp * Unrounded core PCE +0.1788% * Supercore (services ex-shelter) * Services inflation Headline PCE: * Headline PCE +2.3% y/y vs +2.3% expected * Deflator +0.1% m/m vs +0.12% expected * Unrounded m/m +0.1358% Consumer spending and income for March : * Personal income -0.4% vs +0.3% expected. Prior month +0.8% * Personal spending -0.1% vs +0.1% expected. Prior month +0.2% * Real personal spending -0.3% vs +0.1% prior * Savings rate USD/JPY was trading at 144.58 ahead of the data and is down to 144.44 afterwards. This isn't a great report on a couple fronts. The headline was in-line (though a touch high unrounded) but core was hotter than expected. The income side was weak and so was spending, which fits in with some of the corporate commentary we've heard (like Target). This article was written by Adam Button at www.forexlive.com.