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Inflation News 26 September 2025 - 29 October 2025

Australia’s Inflation Bombshell: RBA Cuts Wiped Off Table as Markets Recoil

Australia’s Inflation Bombshell: RBA Cuts Wiped Off Table as Markets Recoil

Shock CPI Report Upends Rate-Cut Hopes On Oct. 29, official data showed Australia’s consumer price index (CPI) surged unexpectedly in Q3 2025. Headline CPI rose 1.3% from the previous quarter – the largest jump in 2½ years – pushing the annual rate to 3.2% (vs. 2.1% in Q2) reuters.com. Underlying inflation was even more worrying: the RBA’s preferred “trimmed mean” measure jumped 1.0% in Q3 (annual 3.0%), well above the 0.8% gain analysts predicted reuters.com bloomberg.co.jp. (By contrast, trimmed mean inflation had been easing – from 6.8% in late 2022 down to 2.7% – until this quarter.) Nearly every category
29 October 2025
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2026 Social Security COLA Shocker: Benefits Up 2.8% (+$56), But Rising Costs Threaten the Gain

2026 Social Security COLA Shocker: Benefits Up 2.8% (+$56), But Rising Costs Threaten the Gain

With markets near record highs (S&P 500 and Nasdaq hitting all-time peaks) and the 10‑year Treasury around 4.0% ts2.tech, retirees face a mixed picture: a modest benefit hike but also sharply rising expenses. Read on for the full breakdown. Official Announcement: 2.8% COLA for 2026 On Oct. 24, 2025 the Social Security Administration (SSA) announced a 2.8% COLA for benefits payable in 2026 ssa.gov. This adjustment will apply to Old-Age, Survivors, and Disability Insurance (OASDI) and to SSI. In practical terms, nearly 71 million Social Security beneficiaries will see their monthly checks go up by 2.8% in January 2026 ssa.gov.
26 October 2025
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U.S. Stocks Rally as Shutdown Fears Fade – Markets Hit Fresh Records

Wall Street Explodes: Dow Jones Jumps 400 Points as Inflation Cools – Tech Stocks Lead, Fed Cuts Expected

Record Highs on All Fronts, Led by Tech Stocks Friday’s broad rally sent all major U.S. indexes to fresh highs. The Dow’s 400‑point gain topped the largest single‑day jump of 2025, while the S&P 500 and Nasdaq also closed at record levels economictimes.indiatimes.com. Market leadership was clear: technology and semiconductor firms outperformed. For example, Advanced Micro Devices surged 6.5% and Nvidia 4.2% on Friday economictimes.indiatimes.com. These gains reflect strong demand for AI and cloud computing products, as well as better-than-expected earnings in the sector. By contrast, shares of industrial and energy companies lagged. Boeing fell about 2.1% amid industry concerns,
24 October 2025
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Stock Market on Edge: U.S. Futures Slide as US-China Trade War Heats Up

Stocks Surge on Cooling Inflation – Fed Cuts Loom, Experts Warn of Bubble

U.S. equities roared higher as fresh data showed inflation easing, boosting hopes of cheaper borrowing costs. The Labor Department’s Sept. CPI report (released Oct. 24) showed prices up only 3.0% year-on-year (core CPI 3.0%) – just shy of expectations ts2.tech. Traders seized on the news: stock futures jumped and all three major indexes closed higher on Oct. 23 (Nasdaq +0.9%, S&P 500 +0.6%, Dow +0.3%) ts2.tech. “Equities are enjoying a broadly supportive environment,” said Peter Fitzgerald, macro CIO at Aviva Investors ts2.tech, reflecting optimism that Fed easing is coming. In practical terms, the S&P 500 and Nasdaq Composite are trading near record
24 October 2025
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Bond Yields Plunge on Cooling Inflation – Fed Cuts and Stock Rally in Play?

Bond Yields Plunge on Cooling Inflation – Fed Cuts and Stock Rally in Play?

The delayed September inflation report – pushed back by the U.S. government shutdown – turned out a bit cooler than expected, reaffirming the narrative that price pressures are easing. The Labor Department said headline CPI rose 0.3% in September (3.0% year-on-year), slightly under the 0.4%/3.1% that economists had forecast reuters.com. Core CPI (excluding food and energy) was up 3.0% YoY (vs 3.1% expected). Wall Street greeted the news calmly, since even at 3% inflation remains above the Fed’s 2% goal. What mattered more was that the softer reading bolsters confidence in near-term rate cuts: U.S. futures now fully price in
24 October 2025
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Stocks Rocket on Cooling Inflation Data; Tech Stocks & Fed Speeches in Spotlight

Stocks Rocket on Cooling Inflation Data; Tech Stocks & Fed Speeches in Spotlight

Markets Rally as US Inflation Cools Wall Street surged on Oct. 24 after data showed US consumer prices rose less than forecast. The Labor Department’s CPI for September came in at 3.0% year-on-year (3.0% core) vs 3.1% expected xtb.com. That miss drove a rally in stock futures and sent the US dollar slightly lower, while gold and bonds rallied on renewed rate-cut hopes xtb.com reuters.com. As Reuters notes, the dollar index was steady (around 99.06) ahead of the report reuters.com, and traders now fully price a quarter-point Fed cut next week reuters.com reuters.com. “In midday trading, futures on the S&P 500
24 October 2025
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Stocks Rally as U.S. Inflation Cools – Asia Joins Global Rally, Fed Cut Seen as Lock

Stocks Rally as U.S. Inflation Cools – Asia Joins Global Rally, Fed Cut Seen as Lock

Market Analysis: Friday’s tame CPI print soothed immediate rate-cut concerns and spurred a relief rally. Futures lifted all sectors, but tech/AI remains a focus. For example, AMD is near $235 after surging ~80% YTD on AI demand ts2.tech, and TSMC hovers near all-time highs (~$294) on chip demand ts2.tech. Mega-cap favorites carry “strong buy” sentiment – Microsoft, Amazon, Walmart and Broadcom top analyst picks ts2.tech. Health and energy also shine: Eli Lilly (~$935) is up on obesity-drug sales (analysts see ~20% more upside) ts2.tech, while refiners benefit from resilient oil prices. Expert Voices: “Valuations continue to be the best argument
24 October 2025
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Kazakhstan Freezes Fuel Prices Through Spring 2026 – Will It Tame Inflation or Fuel Bigger Problems?

Kazakhstan Freezes Fuel Prices Through Spring 2026 – Will It Tame Inflation or Fuel Bigger Problems?

Kazakhstan Freezes Fuel & Utility Prices to Tame Inflation Facing the fastest inflation in years, Kazakhstan’s government has taken the dramatic step of freezing prices on fuels and household utilities. The nationwide moratorium took effect on October 16, 2025, halting any further price increases for AI-92 gasoline and diesel fuel until inflation stabilizes, and similarly suspending hikes in tariffs for water, electricity, heating and natural gas for all consumers until at least end-March 2026 astanatimes.com asiaplustj.info. These emergency controls aim to “stabilize the economy and protect citizens’ interests” amid the inflation surge, following direct instructions from President Kassym-Jomart Tokayev astanatimes.com.
23 October 2025
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Gas Price Crash: Pump Prices Near $3 for First Time in Years – How Low Can They Go?

Gas Price Crash: Pump Prices Near $3 for First Time in Years – How Low Can They Go?

Gas Prices Hit Multi-Year Lows Nationwide American drivers are enjoying a level of pump price relief not seen in several years. The national average price for regular gasoline is now hovering around $3.05 a gallon, the lowest in roughly four years foxbusiness.com. Just a month ago it was about $3.20, and a year ago it was around $3.20 as well – meaning prices have fallen about 10¢ in the past month and 15¢ versus this time last year foxbusiness.com. In fact, gas prices have steadily declined for seven straight weeks, reaching their cheapest levels of 2025 so far ts2.tech. Some
23 October 2025
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Mega Metal Rally! Gold Rockets Past $4,000 as Silver Nears $52 on Debasement Fears

Mega Metal Rally! Gold Rockets Past $4,000 as Silver Nears $52 on Debasement Fears

Market Context: While metals are surging, U.S. equities have wavered. On Oct. 13, 2025, the Dow Jones fell ~1.9% to 45,480, the S&P 500 slid ~2.7% (≈6,552), and the Nasdaq plunged ~3.6% (≈22,204) investing.com investing.com. Tech giants saw steep losses (e.g. Nvidia, Amazon down ~5%). The contrast underscores a classic flight to safety: amid geopolitical turmoil (Middle East ceasefire, Ukraine war, trade wars) and U.S. policy gridlock (government shutdown), investors are hedging with “hard” assets. Why Prices Are Climbing: According to market experts, gold and silver are rallying on broad macro factors, not just short-term news investing.com theguardian.com. Investors worry that
13 October 2025
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Brazil’s Producer Prices Plunge for 7th Month – Are We Heading for a Broader Slowdown?

Brazil’s Producer Prices Plunge for 7th Month – Are We Heading for a Broader Slowdown?

Industrial Prices and Output According to the IBGE agency, factory‐gate prices in Brazil’s industry continued to decline in August. Prices of manufactured and extractive goods fell 0.20% from July, led by lower prices for food products, chemicals and raw materials. Of 24 industrial sub-sectors, half saw price declines (some commodities like steel and minerals fell on global markets) while only machinery/electronics prices rose modestly. IBGE notes that sugar, soy and rice (harvest-driven) and chemicals pulled overall inflation down agenciadenoticias.ibge.gov.br. The drop was smaller than earlier in 2025 (April was –0.12%, May –0.26%), suggesting the disinflation trend may be easing. Nevertheless,
10 October 2025
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Tariff Shock and Fed Jitters: Asian Markets Stumble as Rally Meets Reality

PCE Inflation Today: “Goldilocks” or Head Fake? What the 26 Sept 2025 Report Really Means for Your Wallet, the Fed, and Markets

Key facts (as of Friday, Sept. 26, 2025) The in‑depth read 1) What today’s PCE report actually said The Bureau of Economic Analysis reported that headline PCE prices rose 0.3% in August, nudging the yearly rate to 2.7%. Core PCE—the measure the Fed emphasizes—rose 0.2% on the month and held at 2.9% year‑over‑year. The monthly pace is consistent with ~2½–3% annualized inflation, not yet back to 2%, but notably not re‑accelerating.  Bureau of Economic Analysis Under the hood, the same release shows nominal personal income up 0.4% and nominal consumer spending up 0.6%. After adjusting for inflation, real spending advanced ~0.4%, with goods outpacing services in August—useful context as households digest higher borrowing costs.  Bureau of Economic
26 September 2025
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