Real-Time CPI Watch — Global Inflation Signals & Market Reaction 📊🔥
• Ireland CPI (Nov 2025): +3.2% YoY, up from 2.9% in Oct highest annual rate in 21 months. Consumer prices ticked up across categories like education (+8.9%) and clothing (+4.4%) while some sectors showed mild declines.
• India CPI outlook points to an average ~4% in FY26, slightly eased from FY25, driven by softer food inflation.
• Pakistan’s CPI (Sep 2025) surged to 5.6% YoY, notably higher than estimates, with month-on-month prices rising 2.0% underscoring persistent local inflation pressure.
Market impact: Investors are absorbing mixed shots of data. Elevated CPI prints particularly in Europe and South Asia are reminding markets that inflation isn’t fully tamed. Meanwhile, expectations of central bank rate adjustments remain fluid, blending caution with opportunities. Traders are edgy but focused, pricing in both inflation persistence and potential policy responses.
Emotion check: There’s relief where inflation cools, but also nervous energy as prices climb faster than expected in key regions. Consumers feel it in their wallets; markets feel it in volatility.
Takeaway: CPI numbers continue to drive sentiment and policy bets globally inflation may be moderating in parts, but it’s far from uniform. Stay tuned as markets adjust to data vs expectations.