Page 2 - Inflation

Martin Kocher advocates for ECB calm with policy in a 'good place'

ECB officials have largely indicated that - after eight interest-rate cuts in a year - they are happy with current policy settings, though some are still saying further cuts shouldn't be excluded

India's wholesale inflation cools to 0.13% in Sep against 0.52% in Aug

September 2025 WPI-based inflation: The positive rate of inflation in September is primarily due to an increase in prices of manufacturing of food products

India's retail inflation slips to 99-month low of 1.54% in September

Inflation stood at 5.5 per cent in September 2024, with food prices rising over 9.2 per cent

September retail inflation eases to 1.54%, food inflation down at -2.28%

September CPI-based inflation: The inflation dipped in September after an increase in August that marked the first monthly rise in inflation in 10 months

Slower growth, under-target inflation will prompt another rate cut: BMI

BMI added that the central bank's growth and inflation forecasts for FY26 are too high, pointing to it as one of the main reasons behind the possible cuts

The wisdom of waiting: Why RBI held back despite inflation plunging

With inflation easing to 2.6%, RBI opts for caution, saving rate cuts for later

RBI MPC outcome: Why RBI may keep rates unchanged | Repo rate | Inflation | Interest rate

As the RBI’s Monetary Policy Committee meets between September 29 and October 1, a Business Standard poll of 10 leading banks and financial institutions shows most economists expect no change in the r

Best of BS Opinion: GST 2.0 reforms miss underlying core principles

Today's pieces look at the available space for more rate cuts, the sorry state of tribunals, why GST reforms are not really that, and how India can harness its vast non-export MSME sector

RBI may cut rates by 25 bps as inflation stays benign: SBI Research

A SBI research report has pitched for a 25 bps rate cut, saying it is the 'best possible option' for the RBI, though some other experts opined that the central bank's rate-setting panel may again opt for status quo in its bi-monthly policy to be announced on October 1. Reserve Bank of India (RBI) Governor Sanjay Malhotra-headed Monetary Policy Committee (MPC) is scheduled to begin a three-day brainstorming on policy rate on Monday in the backdrop of the ongoing geopolitical tensions and the US imposing 50 per cent tariffs on Indian shipments. The decision will be announced on October 1 (Wednesday). The RBI reduced the key short-term lending rate (repo) by 100 basis points in three tranches beginning in February, amidst declining consumer price index (CPI) based inflation. However, the central bank opted for a status quo in the August bi-monthly monetary policy, taking a wait-and-watch approach to assess the impact of US tariffs and other geopolitical developments on the domestic ..

Stock Market Highlights: Sensex snaps 3-day winning run, ends 388pts down; IT, FMCG dip; PSBs rally

Stock Market highlights on September 19: Sectorally, the Nifty PSU Bank index outperformed, closing with gains of 1.28 per cent

BoE holds main UK interest rate at 4% with inflation above target

The Bank of England held its main interest rate at 4 per cent on Thursday as UK inflation concerns weigh on policymakers. The decision was widely anticipated, as was the split of votes on the nine-member Monetary Policy Committee. Seven of the panel backed the decision, while two voted for a quarter-point reduction to 3.75 per cent. The minutes of the meeting showed that the majority were concerned about the path for inflation, which remains stubbornly high. Figures on Wednesday showed inflation held steady at 3.8 per cent in the year to August, double the bank's 2 per cent target. Although we expect inflation to return to our 2 per cent target, we're not out of the woods yet, so any future cuts will need to be made gradually and carefully," Governor Andrew Bailey said. All eyes now turn to the next rate-setting meeting in November. If the bank carries on cutting interest rates once every three months, as it has since August 2024, then it will make a further cut in November. It las

India's wholesale inflation at 0.52% in August as food prices increase

August 2025 WPI-based inflation: The positive rate of inflation in August is primarily due to an increase in the prices of food products

Inflation targeting has worked for India, but transparency must improve

With fiscal pressures rising worldwide and monetary independence under strain, the anchor must remain

China's consumer prices drop fastest in 6 months as factory deflation eases

Weak consumer demand has weighed on China's economic growth as the property market downturn persists and US tariffs squeeze exports

India's consumer inflation likely rose in Aug, ending 9-month decline: Poll

Consumer inflation, as measured by the annual change in the Consumer Price Index (CPI), rose to 2.10 per cent in August from 1.55 per cent in July

GST reforms expected to lower inflation, create room for rate cut

A rate cut will also depend on how the central bank assesses growth, post the 50 per cent tariff imposed by the US, with the additional 25 per cent came into effect from late August

From boon to bane: How monsoon 2025 is turning into a nightmare for many

Above-normal monsoon this year has seen surge in kharif planting, driving up fertiliser demand, but heavy rains in northern states have also ruined standing crops, while floods have killed hundreds

India's GDP growth likely to stay strong in Q2FY26, say economists

Economists say the effect of a low deflator and low base is likely to boost expansion

India's inflation index to be revised every 5 years: Saurabh Garg

The new CPI series will be released by Mospi in the first quarter of 2026, with 2024 as the base year. Currently, the base year is 2012

Govt to tap Amazon, Flipkart data in inflation revamp, launch index

The move could make India's retail inflation data more robust by accounting for prices on online platforms as their share in household spending rises