Archive · 12 Jun 2025
Mixed Economic Signals: Inflation, Tariffs, and Monetary Policy in Focus
Inflation in India is expected to be low, possibly the lowest in years.
In the US, prices are rising a bit, but not as much as some expected.
President Trump plans new tariffs.
The RBI is watching how things change to make decisions about interest rates.
Meanwhile, the EU and India are discussing trade agreements to make it easier to do business.
India's retail inflation for May 2025 is expected to be below 3%, possibly the lowest since April 2019.
US consumer prices rose moderately in May, with a 2.4% year-on-year increase.
President Trump plans to set unilateral tariff rates in two weeks, potentially impacting trade.
The Reserve Bank of India (RBI) is assessing data for future monetary policy adjustments.
The EU seeks simplified certification under India’s Quality Control Orders during FTA talks.
- Who
- RBI, President Trump, and various economic sectors.
- What
- Economic updates and monetary policy considerations.
- When
- May 2025.
- Where
- India, US.
- Why
- To understand current economic trends and policy responses.
US Tariffs Impact
US Fed
Tariff Effects on Inflation
US Tariffs Impact
Tariffs have not yet shown up in consumer prices, but could eventually impact prices
US Fed
The Fed's concerns about tariff-related price increases are not evident in this release.
- India Retail Inflation (Est. May)
- <3%
- US CPI (YoY, May)
- 2.4%
- US CPI (MoM, May)
- 0.1%
- RBI Policy Stance
- Neutral
Sources
US CPI Data: Check date and time of release of May inflation numbers
US CPI data for May released: Annual inflation rate accelerated for the first time in four months
US core inflation sees moderate uptick in May but continues to remain below expectation as Trump tariffs affect economy
Dow opens higher after Trump’s statement on US-China trade talks, inflation cools down
US Inflation Edges Up As Trump Tariffs Flow Through Economy
Stock Market Live Updates 12th June 2025: Indian markets slip lower amid mixed global signals
US CPI shows no big impact from tariffs; will Powell blink at the FOMC meeting next week?
India’s CPI Retail Inflation May 2025 Live Updates: