Recession, Goldman Sachs and inflation

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US inflation swaps price in big short-term tariff impact, flag recession risk
Investors in financial derivatives called U.S. inflation swaps are betting that President Donald Trump's tariffs will have a hefty short-term impact on consumer prices that will recede in the next few years as recession concerns escalate.
Goldman Sachs Raises US Recession Risk To 35%, Expects Inflation At 3.5% In 2025 Amid Tariff...
Allianz Chief Economic Advisor Mohamed El-Erian highlighted a significant shift in Goldman Sachs‘ outlook for the U.S. economy, noting that the investment bank has given its economic projections a “stagflationary twist.
Recession odds are rising as Trump’s trade war escalates, Goldman Sachs says
The US economy faces a growing risk of a recession as surging tariffs threaten to stunt growth, reignite inflation and lift unemployment, according to Goldman Sachs. The Wall Street bank warned clients Sunday night that it now sees a 35% chance of a recession in the next 12 months,

Euro-Zone Inflation Slows

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Eurozone inflation fell for the second month in a row in March to 2.2%
Figure comes as ECB rate-setters consider whether to slow the pace of interest rate cuts The ECB has signalled that it may slow the pace of its rate cuts because of the inflationary risks posed by the looming trade war © REUTERS Eurozone inflation fell for the second month in a row in March to 2.
Euro zone inflation dips to 2.2% in March as U.S. tariffs loom
Euro zone inflation dipped to 2.2% in March, as expected, according to flash data from statistics agency Eurostat published Tuesday.
Eurozone inflation falls to 2.2%: Could the ECB cut rates this month?
Eurozone inflation hit a four-month low at 2.2% in March, but rising monthly prices and persistent services inflation leave the ECB divided ahead of its April 17 meeting, with markets pricing a 65% chance of a rate cut.
Trump is about to test whether the Fed learned its inflation lesson
In 2021, as the US economy recovered from the pandemic, consumer prices began to creep higher. Federal Reserve officials said ...
CFOs name tariffs and inflation as top concerns as Trump’s ‘Liberation Day’ looms
The reciprocal tariffs are expected to be announced by President Trump on Wednesday, which is being referred to as ...
Poland to Hold Rates Again Despite Softer Inflation
Poland’s central bank is poised to resist the pressure to cut interest rates as most policymakers worry about a rebound in ...
Navigating Inflation: Effective Asset Management Strategies For Hotels And Resorts
One of the most powerful tools hoteliers have at their disposal is dynamic pricing. In an inflationary environment, relying ...
Inflation Casts Shadow Over Japan’s Cherry Blossom Season
Cherry blossoms are in full bloom across Japan, prompting the usual rush of impromptu picnics, but prices are surging for the ...
Inflation and Shifting Consumer Trends Reshape U.S. Office Supplies Market in 2024
“With persistent inflation impacting consumer spending on retail goods, the outlook for 2025 remains challenged, but ...
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Higher Tariffs Could Weaken U.K. Inflation, BOE’s Greene Says
Higher U.S. tariffs could weaken inflation in the U.K. as businesses in other countries targeted by President Trump seek new ...
South Korea March inflation +2.1% y/y, slightly above forecast
South Korea's consumer prices rose 2.1% in March from a year earlier, after a rise of 2.0% in February, government data ...
S&P 500 marks its worst quarter since 2022 amid tariff and inflation fears
During the first three months of 2025, the S&P 500 lost 4.6%, marking the worst quarter in two-and-a-half years. The ...
US consumers remained cautious about spending last month as inflation ticked higher
An inflation gauge closely watched by the Federal Reserve remained high last month even before the impact of most tariffs has ...
Core inflation ticks up, with PCE report showing prices rising faster than economists had forecast
A closely watched measure of inflation shows that prices excluding fuel and food ticked up in February. Here's what to know.