Inflation risks may remain elevated into 2027 as energy costs and resilient demand test central-bank policy, according to a BlockBeats report citing a Reuters survey. The survey covered 50 economies; 31 raised their 2027 inflation forecasts and 23 raised their growth forecasts.
Energy costs keep bond policy in focus
International oil prices have stayed above $100 a barrel since early October, the report said, while ongoing AI investment has kept demand from cooling sharply. A renewed energy shock could spread into transport, production and services prices, complicating the balance between inflation control and growth.
Indian refiners are increasing Middle East crude purchases as shipping costs erode the advantage of Russian discounts. BPCL expects to reduce Russian crude imports in November. The Federal Reserve is widely expected to hold rates this week, but the flash said a more hawkish signal from Warsh could pressure Treasury bond longs. The report did not clarify Warsh’s full identity or provide a direct analyst quote; the outlook remains conditional on energy prices, core inflation and the Fed’s response.
Read the English BlockBeats flash (original Chinese: BlockBeats flash).