Everything on Inflation & Policy

The burden of US tariffs is currently split, with 60% absorbed by firms and 40% by consumers, which has kept core inflation near the Federal Reserve's target.

Impact: If firms cannot continue to absorb these costs, a shift to consumer pricing could reignite inflationary pressures, impacting future interest rate decisions.

— from Market Volatility, AI Disruption, and Retail Investment Trends · Marktgeflüster· Feb 14, 2026

The new IPC methodology is postponed until after disinflation to prevent methodological distortions from affecting inflation data.

Impact: This preserves the credibility of the disinflation narrative but delays the implementation of a more accurate economic indicator.

— from Argentina Debt Strategy and Vaca Muerta Consolidation · La Estrategia del Día Argentina· Feb 03, 2026