Inflation

Meitav's October 2026 review highlights a widening gap between local economic weakness and stock market performance in Israel, while warning of AI bubble risks and monetary uncertainty in the U.S.

Israeli housing market data shows a 1.8% annual price drop, while financing incentives and rising rents continue to shape economic forecasts for 2026.

Markets are increasingly sensitive to growth forecasts over inflation, notes IBI chief economist Rafi Gozalan, projecting 1-2 gradual Federal Reserve rate hikes ahead amid tech investments and sticky price trends.

Volkswagen Group is planning a global wage freeze for up to 660,000 employees until 2030 and potential cuts of 100,000 jobs amid declining sales and fierce Chinese competition.

A C14 survey comparing 114 grocery products shows the total basket cost rose just 0.54% annually, with Rami Levy remaining cheapest and Carrefour priciest.

Crypto research firms Bitwise and LowTech offer contrasting Bitcoin forecasts for late 2026, weighing institutional demand and inflation against Federal Reserve interest rate hikes.

Eurozone inflation accelerated to 3.8% in September, increasing pressure on the European Central Bank to consider a rate hike while core inflation remained stable at 2.5%.

Tel Aviv trading resumes after a strong week for Israeli stocks as inflation stays below 2%. Meanwhile, Wall Street faces AI sector volatility and rising oil prices.

Israel's September CPI fell 0.2% below forecasts, driven by lower travel and rent prices, while private consumption remains robust. Mizrahi-Tefahot Bank strategist Yoni Panning analyzes local economic resilience alongside US inflation pressures.

UBS chief economist Paul Donovan highlights a divergence in software pricing, noting US software inflation exceeding 25% due to AI narratives, unlike falling prices in Europe.

Wall Street airline stocks slide amid surging jet fuel prices and looming earnings. While US ticket prices jump 22.4%, Israeli consumers see contrasting flight price drops.

The US dollar hit a six-month high against the shekel, crossing 3.1 shekels amid rising Treasury yields and global inflation concerns. Meanwhile, oil prices climbed past $106 per barrel, posing potential cost-of-living pressures for Israeli consumers.

South Korea's KOSPI index plunged 8.2% amid US inflation fears and a tech sell-off, triggering a circuit breaker. Concurrently, the president shared data showing a decline in suicides, urging citizens to seek help.

The Tel Aviv Stock Exchange closed lower on Thursday as OPKO Health surged 25.64% following a major asset sale to Labcorp. Investors await the September CPI data and November index updates.

Wall Street faces mounting geopolitical and economic risks as earnings season begins, with Meitav chief economist Alex Zbezinsky warning that investors are overly optimistic and valuations remain stretched.

Global markets plunged as rising inflation and interest rate fears collided with soaring artificial intelligence infrastructure costs, wiping out billions in market value across Seoul, Wall Street, and Tokyo.

Global markets plunged as hot US inflation data drove Treasury yields up, dragging down Asian exchanges and pressuring the Tel Aviv Stock Exchange. Dual-listed tech stocks opened sharply lower, while the US dollar climbed against the shekel.

Tel Aviv indices pared gains to close slightly higher as a surprise US inflation surge sparked sharp market drops across Asia and Wall Street, raising interest rate hike fears.

Bitcoin hovers around $83,400 amid market volatility and declining institutional inflows, while Asian tech stocks face steep drops over AI valuation concerns.

Asian markets traded mixed as investors awaited US inflation data, while China's producer prices surged by 5% in September amid rising fuel costs and oil above $106.

September's CPI is expected to drop by 0.2%–0.3%, yet annual inflation will likely rise to 1.8%. Consequently, market analysts project the Bank of Israel will hold interest rates steady at 3.25%.

Julius Baer's weekly review covers Democratic momentum in US midterm prediction markets, robust Wall Street earnings growth, and the ongoing AI pricing war testing business models.

France's sovereign bond yields have hit 4.9% amid a worsening debt crisis, sparking fears of a eurozone bailout. With debt projected to exceed 120% of GDP, all eyes are on the ECB.

Supermarket owner Rami Levy addressed the cost of living crisis at a consumer conference, advising shoppers to reject overpriced goods and criticizing state taxation policies.

U.S. September 2026 CPI data set for release points to a potential inflation acceleration to 3.7%, pressuring the Federal Reserve ahead of its upcoming rate decision.

Psagot Investment House expects the Bank of Israel to hold interest rates steady at its next meeting, awaiting post-election fiscal clarity despite moderating wage growth and rising consumer spending.

Israel's catering industry faces severe economic strain over three years after October 7, 2023, battling surging operational costs, canceled corporate events, and strict bank credit restrictions.

Bank Hapoalim released a market review highlighting tech sector resilience driven by AI investments, contrasted with rising bond yields and economic pressures in global and local markets.

The US dollar edges up against the shekel as global currencies fluctuate. Analysts attribute local currency strength to institutional hedging flows despite expectations of an upcoming interest rate cut.

The IMF has raised Israel's 2026 growth forecast to 4.5%, while lowering projected inflation to 1.8%, as global markets grapple with energy shocks and rising public debt.

Menora Mivtachim investment manager Oren Montal advises long-term investors to avoid market timing despite recent sharp gains, recommending a diversified general portfolio with high dollar yields and foreign currency hedging.

U.S. bond yields hit 24-year highs as markets brace for key inflation data and Federal Reserve policy updates amid ongoing geopolitical and trade tensions.

Financial experts at the Globes Next Gen Investors Conference analyzed market trends, artificial intelligence investments, and asset allocation between Wall Street and Tel Aviv.

Markets await US and Israeli September inflation data as the dollar trades above 3.06 shekels. Economists note falling inflation expectations alongside rising bond yields and political uncertainty.

Amazon is in talks to acquire Israeli AI startup Decart for about $7 billion. Meanwhile, global markets react to a Russia-Ukraine energy ceasefire announced by U.S. President Donald Trump, sending oil prices lower.

Global markets navigate geopolitical risks and oil price fluctuations as Wall Street kicks off earnings season, while Tel Aviv stocks face local coalition pressures.

Global markets brace for a volatile week driven by Middle East tensions, upcoming inflation data in the US and Israel, and the official kickoff of the Q3 corporate earnings season.

US 10-year Treasury yields hit 5.3% in September, driving a global shift in capital markets. Analysts examine inflation, debt supply, and sector vulnerabilities.

Israeli consumers face high prices and poor tomato quality due to extreme summer heat and greenhouse shading issues, with relief expected only with the winter harvest.

Global markets grapple with multi-year high US Treasury yields, energy inflation risks, and soaring AI infrastructure costs. Analysts weigh growth valuations, crypto resilience, and geopolitical headwinds.

A new ezCater report shows 54% of US full-time workers skipped lunch weekly in 2026 due to inflation and rising living costs, cutting average weekly spending by 8% to $100.23.

A new Federal Reserve survey shows American household debt delinquency rates jumped to nearly 20% by the end of 2025, reaching the highest levels since 2010 amid high inflation.

Julius Baer's latest review highlights how AI data centers are driving nuclear energy demand, while the Reserve Bank of India raised interest rates to 5.50% amid rising inflation.

The Super El Nino climate phenomenon is triggering a severe global sugar shortage, pushing international food prices to three-year highs and threatening to stoke inflation in Israel.

The US dollar and euro remain stable against the shekel at 3.07 NIS and 3.44 NIS respectively, while the greenback holds near global peak levels following hawkish Fed minutes.

Discount Bank economic department head Einat Meir reviews global bond yield surges, highlighting rising inflation fears, oil price shocks, and shifting fiscal pressures in the US and Europe.

The Reserve Bank of India raised its key interest rate to 5.5% amid mounting inflation pressures, while upgrading its economic growth forecast to 7.1%.

Real estate transactions in 2026 project a 20% drop, yet median apartment prices in Tel Aviv surged to 3.6 million NIS, while Herzliya and Ashkelon saw price declines.

Ofer Klein from Harel Insurance analyzes local and global economic trends, reviewing Israeli inflation forecasts, US Fed policies, and European bond yield spreads.

Julius Baer forecasts a final US rate hike in December before a prolonged pause, while noting Swiss inflation trends and mounting fiscal pressures in France impacting European bond markets.