IFM Investors CEO Flags Inflation Risks, Reweights Strategy David Neal warned on Mar 26, 2026 that inflation risks remain elevated; IFM outlined greater emphasis on real assets and tactical reweighting to protect real returns.

IFM Investors CEO Flags Inflation Risks, Reweights Strategy: David Neal warned on Mar 26, 2026 that inflation risks remain elevated; IFM outlined greater emphasis on real assets and tactical reweighting to… 👈 Read full analysis #IFMInvestors #InflationRisks #DavidNeal #InvestmentStrategy #RealAssets

Bank of Canada Maintains Key Rate Amid Middle East Inflation Risks Bank of Canada holds key rate at 2.25% amid rising inflation risks from Middle East conflict. Canadian economy shows strain.

Bank of Canada Maintains Key Rate Amid Middle East Inflation Risks

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Bank of America lifts UK 2025 growth outlook to 1.3% as inflation risks loom Investing.com -- BofA Securities has raised its forecast for the United Kingdom’s economic growth in 2025 to 1.3%, citing stronger-than-expected second-quarter results but warning that underlying momentum remains fragile, in a note dated Friday. The revision, up from its earlier projection of 1.2%, comes as the economy grapples with tariffs, higher taxes and looming fiscal tightening. “We slightly raise growth this year to reflect stronger outturns, but highlight that underlying growth is weak amid tariffs and taxes,” the brokerage said. The brokerage noted that growth in the second quarter was supported by government spending and inventories, but private domestic demand contracted, driven by weak consumer spending and falling business investment. Exports also came under pressure, with goods shipments to the United States down 27% in value as tariffs took hold. Inflation forecasts were also revised higher. Consumer prices are now expected to rise 3.4% in 2025 and 2.4% in 2026 before returning to the Bank of England’s 2% target in 2027. “We raise our 2025 inflation forecast from 3.2% to 3.4% and 2026 inflation forecast from 2.2% to 2.4% on the back of higher-than-expected outturns, higher oil prices and announced 2% increase in Ofgem price cap in October,” the brokerage said. On monetary policy, Bank of America said it continues to expect two interest rate cuts, one in November and another in February, bringing rates to 3.5% by early 2026. But it stressed that the schedule is far from assured. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. “Timing of future cuts is becoming more uncertain due to the BoE’s concerns about inflation persistence,” the brokerage said. The brokerage also flagged the government’s upcoming Autumn Budget on Nov. 26 as a point of risk. It estimated that fiscal headroom could shrink by £20 billion to £30 billion, forcing the government toward tax increases. “This is likely to add downside risks to growth in late 2025 and 2026,” the brokerage said. In its assessment, Bank of America said that while the UK economy has avoided a sharper slowdown, growth remains “slightly below-trend” and vulnerable to fiscal tightening and external trade pressures. The raised forecast to 1.3% reflects near-term strength, but the brokerage emphasized its “conviction on the terminal rate of 3.5%,” underscoring a cautious outlook for the years ahead. Which stocks should you consider in your very next trade? The best opportunities often hide in plain sight—buried among thousands of stocks you'd never have time to research individually. That's why smart investors use our Stock Screener with 50+ predefined screens and 160+ customizable filters to surface hidden gems instantly. For example, the Piotroski's Picks method averages 23% annual returns by focusing on financial strength, and you can get it as a standalone screen. Momentum Masters catches stocks gaining serious traction, while Blue-Chip Bargains finds undervalued giants. With screens for dividends, growth, value, and more, you'll discover opportunities others miss. Our current favorite screen is Under $10/share, which is great for discovering stocks trading under $10 with recent price momentum showing some very impressive returns!

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Nomura now sees Fed starting rate cuts in September, with more in December and March Nomura Holdings now expects the Federal Reserve to begin easing policy with a 25bp rate cut in September, citing a weakening US labour market and ebbing inflation risks. * The bank’s economists forecast two further quarter-point cuts in December and March. The shift marks an earlier call than Nomura’s previous view, which anticipated the first move later in the year. While many analysts had already pencilled in a cut within the next three months, Nomura’s adjustment underscores growing confidence that the Fed will act sooner. This article was written by Eamonn Sheridan at investinglive.com.

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Economic Outlook Shows Positive GDP Forecast Amid Persistent Inflation Risks Forecast predicts positive GDP growth while inflation remains a concern for policymakers.

Tumwater's Budget & Finance Committee is balancing cautious optimism with serious concerns as they discuss a promising 1.7% GDP growth forecast against rising inflation risks.

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#TumwaterThurstonCounty #WA #CitizenPortal #InflationRisks #JobAvailability #EconomicRecovery

BCA downgrades Egypt to neutral in EM bond portfolios on inflation risks Investing.com - BCA has downgraded Egypt from overweight to neutral in emerging market domestic bond portfolios due to resurgent inflation risks, despite the Central Bank of Egypt maintaining its policy rate. The Central Bank of Egypt recently kept its policy rate unchanged at 24.5%, citing easing inflationary pressures in the country. However, BCA’s Emerging Markets strategists believe the period of disinflation is coming to an end. Very strong credit growth and robust fiscal expenditure have driven private consumption higher in Egypt, while large trade and current account deficits are creating additional inflationary pressure, according to BCA. The firm notes that capital inflows to Egypt are dwindling and foreign reserves remain limited, which is expected to cause the Egyptian pound to weaken soon, further amplifying inflation risks in the economy. BCA recently recommended that investors book profits on long 3-year local currency bonds, as the Egyptian central bank will likely be forced to raise rates in the coming months to combat these renewed inflation pressures. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. AI computing powers are changing the stock market. Investing.com's ProPicks AI includes 6 winning stock portfolios chosen by our advanced AI. In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. Which stock will be the next to soar?

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Jerome Powell presents Federal Reserve's economic outlook and monetary policy to Congress Powell underscores robust labor market, elevated inflation risks in Fed's economic report

Jerome Powell warns of rising unemployment and slowing economic growth, highlighting the challenges ahead for American families amidst ongoing trade uncertainties.

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#US #CitizenPortal #InflationRisks #EconomicGrowth #JobMarketTrends #USEconomy

Economists debate inflation impact of rising oil prices on American households Economists discuss inflation risks as oil prices near $75 per barrel and potential spikes.

As oil prices hover around $75 a barrel, the U.S. House Committee warns that rising energy costs could soon hit American families hard, raising urgent questions about inflation's impact on everyday life.

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#US #CitizenPortal #EconomicStability #InflationRisks #EnergyCosts

JP Morgan on the Trump risk to Federal Reserve independence From analysts at JP Morgan on Trump's attack on Federal Reserve Chair Powell: * Any reduction in the independence of the Fed would add upside risks to an inflation outlook that is already subject to upward pressures from tariffs and somewhat elevated inflation expectations. * Moreover, market participants would likely demand greater compensation for inflation and inflation risks, thereby increasing longer-term interest rates, weighing on the outlook for economic activity and worsening the fiscal position. * It has been hoped that these adverse consequences would dissuade the president from threatening Fed independence, though so far the president has often followed through on his intentions. If 'Mean Girls' were made today it'd look something like this: This article was written by Eamonn Sheridan at www.forexlive.com.

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Fed Chair Jerome Powell warns that Trump tariffs could drive inflation and slow growth, posing risks of stagflation. He emphasized the Fed's focus on preventing temporary price hikes from turning into sustained inflation.

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6/9 Trump dismissed price increase concerns, calling tariffs "a very beautiful thing" while demanding the Federal Reserve cut interest rates despite warnings this could fuel inflation.
#FederalReserve #InflationRisks #TrumpRecession

7/10 Federal Reserve Chair Jerome Powell has sounded the alarm, warning that Trump's tariffs could cause even slower economic growth and higher inflation than initially forecast. This comes as markets have already lost trillions in valuation since the announcement.
#FederalReserve #InflationRisks

2/7 Protective tariffs trigger a destructive cycle: First comes higher consumer prices, with the mere expectation driving inflation and stockpiling. Then, tariffs raise costs for domestic manufacturers using foreign inputs, making their products uncompetitive globally.
#InflationRisks

Economists warn Trump policies could slow growth and raise inflation risks Trump policies may slow growth and raise inflation, complicating future economic forecasts and decisions.

Vermont officials are grappling with the unsettling prospect that Trump-era policies could stifle economic growth and inflate prices, leaving the state's financial future hanging in the balance.

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📈💬 Ambition Meets Inflation?
Trump’s bold plans could stoke US inflation, warns deVere CEO @nigeljgreen.bsky.social

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#EconomyWatch #USMarkets #InflationRisks #FinanceNews 💵🌍