Follow inflation through LedgerWire reporting. 8 reports with clear summaries and linked sources.
A Federal Reserve FEDS Note argues that government bonds' safe-haven property is not fixed but depends on the inflation environment and the mix of economic shocks. Post-2021, negative stock-bond correlations in the U.S., euro area and U.K. reflect inflationary pressures and adverse supply shocks rather than a fundamental change in bond characteristics.
Fed Note: Bond Safe-Haven Role Shifts With Inflation Pressures ↗A Federal Reserve note finds government bonds' hedging property depends on inflation pressures and the type of economic shock, with post-2021 dynamics differing from the low-inflation era.
ECB President Christine Lagarde told the IMFC that the energy shock is too large to ignore but a measured policy response remains appropriate, with inflation risks to the upside.
IMF's October 2026 outlook forecasts 3.1% global growth for 2026 and 3.4% for 2027, with inflation at 4.7% and 4.1%, and warns of downside risks.
The Federal Reserve's October 2026 Beige Book shows economic activity grew slightly or not at all in most districts, with tariffs and energy costs pressuring prices.
The New York Fed's October 2026 Beige Book reports slight Second District growth led by manufacturing, with selling prices rising and tariff costs persisting.
The Bank of England kept Bank Rate at 3.75% as inflation reached 3.1%, warning that higher energy prices could push inflation up further and risk longer-term effects.
Fed Governor Waller says policy will focus on inflation for now and he anticipates additional rate hikes if data meet expectations, after September's quarter-point increase.
IMF regional outlook says strong US demand, commodity prices and remittances are sustaining growth, while high public debt and trade uncertainty weigh on prospects.
