Commentary (Jan 12, 2026): Inflation may fall further at the start of 2026 than previously expected. The projected decline is driven mainly by much lower electricity pricesβreflecting both a drop in wholesale power costs and the cancellation of POZEβtogether with announced cuts to natural gas prices and likely modest decreases in food prices.
The analysis points to these cost-side developments as the primary near-term downward pressure on headline inflation. It raises the question of what this will mean for interest rates but offers no definitive assessment of central bank action; policymakers will need to consider these moves alongside other economic indicators.
#inflation #interestrates #energy #gas #FiatNews
Analysts see a potential long-term supercycle for memory chips driven by AI demand; semiconductor stocks began the year with strong gains as leading memory makers benefit from sustained need for AI infrastructure. #AI #semiconductors #FiatNews
November industrial data from the Czech Republic showed solid year-on-year production growth and broad improvement across sectors from automotive to electronics and metalworking; analysts say 2026 GDP could be revised slightly upward. #CzechRepublic #industry #FiatNews
Stifel analyst Stephen Gengaro sets a $508 price target for Tesla shares and told CNBC that while vehicle sales matter, the real driver over the next 12β18 months will be progress on autonomous robotaxi technology. #Tesla #FiatNews
Jefferiesβ David Zervos argues US neutral interest rates may be lower going forward, implying scope for further rate cuts and potential for higher equity valuations as policy accommodation increases. #Jefferies #FiatNews
Nvidia CEO Jensen Huang said Rubin, the next-generation GPU, is already in production and is up to five times faster on AI workloads than Blackwell; the new chips are scheduled to roll out in the second half of the year. #NVIDIA #FiatNews
Czech public finances ended 2025 with a deficit of CZK 290.7 billion, exceeding the planned CZK 241 billion, Finance Minister Alena SchillerovΓ‘ reported. The shortfall was about CZK 50 billion above the prior governmentβs plan. #CzechRepublic #Budget #FiatNews
Czech unemployment rose to 4.8% in December, largely driven by seasonal factors, says Patrieβs chief economist Dominik Rusinko. The December increase aligns with expectations and points to a continued cooling of the labor market. #CzechRepublic #unemployment #FiatNews
Bloomberg reports Chinese authorities plan to allow imports of some Nvidia H200 chips this quarter, potentially restoring Nvidia access to one of the worldβs most important markets despite ongoing export controls and geopolitical tensions. #Nvidia #FiatNews
US moves open access to Venezuelan oil after seizing control of up to 50 million barrels, Reuters/Bloomberg report. Traders and US refiners are racing to secure supplies, creating one of the largest unexpected shifts in crude flows in recent years. #Venezuela #oil #FiatNews
