Bernstein Downgrades Packaged Food Stocks Amid Inflation, GLP-1 Impact
Bernstein downgrades packaged food stocks as inflation squeezes margins and GLP-1 drugs curb food consumption, hitting consumer staples ETFs like XLP.
Bernstein downgrades packaged food stocks as inflation squeezes margins and GLP-1 drugs curb food consumption, hitting consumer staples ETFs like XLP.
Fed's Dallas President Logan singles out West Texas as an inflation hotspot, driven by energy and shelter costs, challenging dovish rate-cut bets…
Taiwan inflation tops the central bank’s alert threshold as surging oil prices fan price pressures, raising expectations for near-term rate hikes that…
Carmignac sees central banks embracing higher inflation as deficits balloon, upending traditional bond and currency markets.
Turkish inflation rose for a second month, driven by war pressures on energy and food costs, intensifying pressure on the lira and…
Declining oil prices have provided inflation relief across Southeast Asia, giving central banks room to adopt a more dovish policy stance.
The Reserve Bank of India kept its benchmark rate unchanged, highlighting inflation risks and rupee stability, signaling a cautious policy stance amid…
Thailand's consumer price index unexpectedly eased to 1.8% y/y in May from 2.1%, remaining in the Bank of Thailand's 1–3% target band…
India’s central bank faces mounting pressure to raise rates as oil prices above $80 and a record-low rupee drive inflation beyond its…
Philippine headline inflation eased in May driven by declining domestic fuel costs, likely reassuring the central bank and supporting local assets.
A Fed study shows structural changes have made the US economy significantly less sensitive to oil price volatility, reducing the historical risk…
U.S. Treasury bonds rallied as falling oil prices reflected investor optimism over a potential Iran peace deal, lowering inflation fears and boosting…