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Inflation 11 March 2026 - 2 May 2026

Inflation-Proof Portfolio 2026: 5 Assets Still Standing After May’s Volatility Shock

Inflation-Proof Portfolio 2026: 5 Assets Still Standing After May’s Volatility Shock

As May gets underway, U.S. investors are once again turning to inflation hedges. Oil’s rally, stoked by conflict, has ramped up price pressures and rattled expectations that the Federal Reserve would cut rates soon. Fed officials now say cuts might not be next. The top performers aren’t off the beaten path: short-dated Treasury bills, Treasury Inflation-Protected Securities, gold, silver, and a handful of real-asset plays. The Fed’s go-to inflation metric, the personal consumption expenditures price index, climbed 3.5% year-over-year in March—that’s the quickest pace since May 2023. The PCE index, which is central to the Fed’s 2% inflation goal, reflects what consumers are actually paying. Gasoline costs were the standout, surging 24.1% in March, according to government figures cited by Reuters.
2 May 2026
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Market Calm Before the Storm? 3 Sectors to Watch at Monday’s Open After U.S. Inflation Shock

Market Calm Before the Storm? 3 Sectors to Watch at Monday’s Open After U.S. Inflation Shock

U.S. stocks head into Monday, May 4, sitting at all-time highs, but the surface calm belies rising tensions. March inflation surged. Factory input costs, now at their highest since 2020, hit a four-year peak last month. The first cracks could show up in tech, energy, and consumer names—think transport and autos. The focus is back on earnings as the main driver, even as the broader macro picture gets murkier. April payrolls arrive May 8. By late Friday, Treasury yields hovered near 4.38%. With the clock ticking, investors have little time before talk of rate cuts returns to dominate trading.
2 May 2026
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Gold or Oil? History Shows Which Hedge Protects Capital When Inflation Fear Returns

Gold or Oil? History Shows Which Hedge Protects Capital When Inflation Fear Returns

Gold jumped over 2% on Thursday, with oil jolting wildly off a four-year high—once again, investors are left wondering where to park their money when inflation heats up: bullion’s safety or crude’s surge? History doesn’t offer a tidy answer, though gold typically serves as a shield and oil as a quicker play. Brent crude spiked to $126.41 a barrel—levels not seen since March 2022—before giving up those gains and trading at $113.89 as of 1327 GMT. West Texas Intermediate, which had earlier climbed to $110.93, slipped back to $104.60. The surge followed the ongoing U.S.-Iran conflict, which has left the Strait of Hormuz all but closed and squeezed a supply lane that typically handles about 20% of global oil and LNG shipments. “For those who do not think Brent prices have the potential to reach $150 a barrel, you ought to look away now,” said John Evans at oil broker PVM.
30 April 2026
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US Dollar Drops as GDP Miss and Core PCE Jump Cloud Fed Cut Bets

US Dollar Drops as GDP Miss and Core PCE Jump Cloud Fed Cut Bets

The dollar slid on Thursday, following a first-quarter GDP read that missed estimates—even as core inflation edged higher, muddying the takeaway from the headline growth numbers and complicating the Federal Reserve picture. According to XTB, weaker GDP figures weighed on the greenback despite evidence of mounting price pressures. This lands just hours after the Fed left rates pinned at 3.5%-3.75%, with policymakers divided on whether the statement should keep hinting at potential rate cuts. The central bank called inflation “elevated” and flagged that turmoil in the Middle East brings “a high level of uncertainty” to its outlook.
30 April 2026
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Australia Stock Market Today: ASX 200 Falls Again as Inflation Shock Puts RBA Back in Focus

Australia Stock Market Today: ASX 200 Falls Again as Inflation Shock Puts RBA Back in Focus

Australia’s share market finished in the red on Wednesday, dragging the S&P/ASX 200 down to levels last seen almost four weeks ago. A spike in inflation kept traders fixated on the Reserve Bank of Australia’s looming rate call. The benchmark gave up 23.7 points, or 0.27%, to close at 8,687—marking its seventh consecutive decline, the longest such streak since mid-2022. This shift is key, with inflation once more dictating risk pricing for Australian stocks. According to the Australian Bureau of Statistics, the consumer price index climbed 4.6% over the twelve months to March—an acceleration from February’s 3.7%, marking the highest level since September 2023. The trimmed mean, which excludes outsized moves, stayed at 3.3%.
29 April 2026
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UK Inflation Hits 3.3% as Fuel Shock Threatens Higher Bills and BoE Rate Cuts

UK Inflation Hits 3.3% as Fuel Shock Threatens Higher Bills and BoE Rate Cuts

Inflation in Britain climbed to 3.3% in March, up from 3.0% the month before—marking the first time official data pointed to the Iran conflict and pricier energy filtering through to consumer prices. The result, matching economists’ median forecast from a Reuters poll, has upped the stakes for the Bank of England and Chancellor Rachel Reeves. Timing is key here. Inflation remains stubbornly above the Bank of England’s 2% goal, with only eight days left before the next rate call. The central bank has flagged the risk: a lasting surge in global energy prices could filter through to pay and what companies charge. Bank Rate sits at 3.75%, with policymakers set to decide again on April 30.
22 April 2026
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FTSE 100 Today: Why London Stocks Are Stuck Near 10,500 as Inflation Bites

FTSE 100 Today: Why London Stocks Are Stuck Near 10,500 as Inflation Bites

London equities wobbled on Wednesday, with the FTSE 100 hovering just below 10,500 as stubborn inflation data out of the UK and heavy selling in Reckitt wiped out early momentum. By 09:38 BST, the blue-chip index stood at 10,493.40, edging down 0.04% after a volatile start to the session. This latest inflation reading landed at a tricky moment, as investors weigh whether the Bank of England can ignore the oil-fueled jump or if it has to keep rates higher for longer. The Office for National Statistics reported that the Consumer Prices Index climbed 3.3% year-on-year in March, compared to 3.0% in February. Motor fuel costs accounted for the largest push upward.
22 April 2026
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US Inflation Shock Explained: Why Fed Rate-Cut Hopes Are Fading After March CPI Hit 3.3%

US Inflation Shock Explained: Why Fed Rate-Cut Hopes Are Fading After March CPI Hit 3.3%

UPDATE April 15, 2026, 22:30 - U.S. inflation is picking up steam well past March’s 3.3% CPI jump, driven by higher oil prices linked to the Iran conflict, analysts note. Those cost increases are making their way into imports and rippling through broader price indexes. Import prices climbed again last month, and with April shaping up much the same, there’s talk the Fed could pause on rate cuts—or even lean toward tightening—if these price gains keep sticking around. Traders have already walked back expectations for Fed easing as energy costs work their way into everything from transportation to housing and everyday consumer items. The Federal Reserve remains tangled up with the inflation pop from March, even after wholesale prices eased and oil lost ground for two straight sessions. That uptick in consumer prices last week, according to officials and economists, is muddying the waters for potential rate cuts.
15 April 2026
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Gold Price Today: Bullion Jumps as Dollar Slips and Fragile Iran Truce Keeps CPI in Focus

Gold Price Today: Bullion Jumps as Dollar Slips and Fragile Iran Truce Keeps CPI in Focus

Gold pushed higher Thursday, climbing over 1% as the dollar lost ground and Treasury yields slipped. By 1:30 p.m. ET, spot gold had advanced 1.6% to $4,789.67 an ounce. U.S. gold futures wrapped up the day up 0.9% at $4,818.00. All this as traders kept a wary eye on the shaky ceasefire between Washington and Tehran. This shift is notable, with bullion struggling to bounce back after a rough March. According to China’s central bank, spot gold plunged 11.52% last month—the sharpest monthly drop since 2008. The World Gold Council also flagged March as gold’s worst showing since June 2013.
9 April 2026
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Dow Jones Today: Industrial Average Climbs as Oil Retreats, but Inflation Risk Keeps Wall Street Wary

Dow Jones Today: Industrial Average Climbs as Oil Retreats, but Inflation Risk Keeps Wall Street Wary

By 12:40 p.m. ET on Thursday, the Dow Jones Industrial Average was up 247.66 points, or 0.52%, at 48,155.97, tacking on to Wednesday’s massive 1,326-point rally as new indications of easing Middle East tensions calmed Wall Street nerves. The S&P 500 climbed 0.50%, while the Nasdaq Composite advanced 0.60%. On Thursday, headlines continued to drive market moves. The prior day’s rally had followed a two-week ceasefire between the U.S. and Iran, yet traders weren't convinced the truce would last, or that shipments through the Strait of Hormuz—responsible for roughly 20% of the world’s oil and gas—would resume typical volumes.
9 April 2026
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Silver Price Today: Silver Slips as Fed Cut Bets Fade and Iran Oil Risk Lifts Inflation Fears

Silver Price Today: Silver Slips as Fed Cut Bets Fade and Iran Oil Risk Lifts Inflation Fears

Spot silver dipped 0.9% to $72.32 an ounce by 11:22 a.m. ET on Monday. Gold barely budged, while both platinum and palladium gave up ground. Bart Melek, TD Securities’ global head of commodity strategy, pointed out that a prolonged conflict involving Iran could drive oil higher and stoke inflation, which would tighten the leash on central banks looking to cut rates. This comes as metals markets tread a fine line. Last month, the Federal Reserve left its policy range unchanged at 3.50%-3.75%. Monday’s ISM services survey clocked prices paid at 70.7, a level not seen since October 2022. BMO economist Priscilla Thiagamoorthy called the numbers a reason to "reinforce the case for patience."
6 April 2026
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US Stock Market Today: Dow, S&P 500 and Nasdaq Rise as Iran Ceasefire Hopes Clash With Inflation Fears

US Stock Market Today: Dow, S&P 500 and Nasdaq Rise as Iran Ceasefire Hopes Clash With Inflation Fears

Stocks in the U.S. moved up on Monday, with the Dow adding 83 points, the S&P 500 rising 0.25%, and the Nasdaq ahead 0.40% as of 11:50 a.m. ET. Fresh reports of Iran ceasefire talks seemed to keep momentum going after last week’s sharpest rally in four months. Bank stocks and chip plays set the tone—JPMorgan Chase and Visa buoyed financials, while Seagate surged on a Morgan Stanley upgrade to its top picks. “March was a tough month for stocks and investors really just want to find a reason to be optimistic,” said Melissa Brown, managing director of investment decision research at SimCorp. The stakes are rising: in the next few days, investors will get a clearer look at whether the oil shock out of the Middle East is morphing into a wider U.S. inflation threat. The consumer price index—set for release Friday—is forecast to jump 0.9% month-on-month, according to a Reuters poll. Early reads from Delta Air Lines and Constellation Brands will also provide clues on just how much higher fuel bills and war-driven turmoil are squeezing U.S. companies. “The market already has inflation on the brain,” said Patrick Ryan, chief investment strategist at Madison Investments.
6 April 2026
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Wall Street Recovers After Iran Oil Shock, but Hormuz Hopes Now Face a CPI Test

Wall Street Recovers After Iran Oil Shock, but Hormuz Hopes Now Face a CPI Test

NEW YORK, April 3, 2026, 08:00 EDT. Stocks on Wall Street bounced off session lows Thursday, with the S&P 500 and Nasdaq eking out modest gains. Oil prices, though, surged. U.S. West Texas Intermediate crude logged its biggest single-day rally since 2020, after President Donald Trump announced plans for stepped-up military action against Iran. Brent finished the day at $109.03 a barrel, U.S. crude at $111.54.
3 April 2026
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Dow Futures Slide as Brent Oil Nears $115, Fed Inflation Warning and Micron Drop Rattle Wall Street

Dow Futures Slide as Brent Oil Nears $115, Fed Inflation Warning and Micron Drop Rattle Wall Street

U.S. stock futures slid again early Thursday, signaling more losses ahead. Brent crude hovered close to $115 a barrel as Iranian attacks on Gulf energy infrastructure rattled markets, stoking worries about renewed inflation. The slide followed steep declines Wednesday, after the Federal Reserve left interest rates steady and sent the Dow, S&P 500, and Nasdaq tumbling. Right now, investors are caught juggling both an energy shock and a Fed that's holding off on rate cuts. The central bank left the policy rate unchanged at 3.50%-3.75%, bumped up its inflation forecast, and stuck to projecting only a single quarter-point cut this year. Morgan Stanley, echoing Goldman Sachs and Barclays, has also pushed its expected timing for the next cut out to September.
19 March 2026
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Fed Holds Rates Steady, Keeps One 2026 Cut on Table as Inflation Outlook Climbs

Fed Holds Rates Steady, Keeps One 2026 Cut on Table as Inflation Outlook Climbs

The Federal Reserve left rates unchanged Wednesday, sticking with its projection for a single quarter-point cut in 2026. Policymakers also raised their inflation forecast. The benchmark rate stays in the 3.50% to 3.75% band. This comes as the Fed weighs whether a renewed oil spike and stronger pipeline inflation could leave price pressures stubbornly high, right when the job market is losing steam. U.S. producer prices jumped 0.7% in February, up 3.4% over the past year. Oil, now trading above $100 a barrel on war with Iran, complicates any timeline for policy easing.
18 March 2026
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Federal Reserve Poised to Hold Rates as Iran Oil Shock and Hot Inflation Data Delay Cuts

Federal Reserve Poised to Hold Rates as Iran Oil Shock and Hot Inflation Data Delay Cuts

Fed officials look set to hold rates steady Wednesday, with rising oil prices fueled by conflict with Iran and recent stronger inflation data complicating prospects for a rate cut this year. Brent crude has pushed past $108 a barrel—an uptick that could make policymakers more cautious about signaling future easing, a shift from their tone just weeks back. The focus shifts from the hold to what the Fed’s updated projections reveal about divisions over the next step. March 17-18 brings one of the projection meetings, with the policy announcement slated for 2 p.m. EDT. Chair Jerome Powell heads to the podium at 2:30 p.m.
18 March 2026
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Hot U.S. PPI Inflation Hits 3.4% in February, Stocks Slide Ahead of Fed Decision

Hot U.S. PPI Inflation Hits 3.4% in February, Stocks Slide Ahead of Fed Decision

Producer prices in the U.S. jumped more than forecasts in February, sending Wall Street lower at Wednesday’s open and leaving Fed officials with a headache just ahead of their rate call. The producer price index rose 0.7% month over month, 3.4% higher than last February. This timing’s key: segments of the PPI roll into the personal consumption expenditures index, the inflation gauge the Fed tracks above all others. Ahead of the data, economists had pegged core PCE up 0.4% for February—marking three months running at that pace. The Fed drops its statement at 2:00 p.m. EDT, with Chair Jerome Powell on deck for remarks at 2:30 p.m.
18 March 2026
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Dow Jones Today: Dow Falls More Than 400 Points as Oil Shock Blunts CPI Relief

Dow Jones Today: Dow Falls More Than 400 Points as Oil Shock Blunts CPI Relief

By 11:35 a.m. EDT Wednesday, the Dow Jones Industrial Average had slipped 418.23 points, or 0.88%, to 47,288.28, as traders shrugged off an inflation report that matched expectations and zeroed in on rising oil prices, along with renewed concerns over a potential price shock tied to the U.S.-Israeli conflict with Iran. Losses in the S&P 500 and Nasdaq were smaller. The slide’s significant now because the Dow had turned into a pretty direct read on how the market was moving past the big tech names. With only 30 blue-chip companies, and price weighting—meaning heftier stocks sway it more—the Dow is still sitting more than 5% under that all-time closing high of 50,115.67 from Feb. 6, when it first cracked the 50,000 mark.
11 March 2026
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