Markets

Warning Signal from Washington: Markets Underestimate the Return of Inflation

The deceptive calm in the financial markets could soon come to an end – more and more data suggests that inflation in the US is rising again, and investors are significantly underestimating the danger.

Eulerpool News Oct 8, 2025, 12:00 PM

There is deceptive calm in the financial markets – but more and more economists warn: US inflation could soon rise again and move further away from the Fed's target. Leading indicators show that inflation is far from defeated – and a weak US dollar could exacerbate the problem.

Leading Indicators Sound the Alarm – Inflation Returns

It’s beginning to look like 2021," warns Thorsten Slok, chief economist at Apollo. Other market strategists are already talking about a possible "second wave of inflation" that could abruptly end the current stock market rally.

Weak Dollar and New Tariffs Worsen the Situation

At the same time, new tariff packages increase the pressure: In the future, imported medicines, among other things, will be subject to tariffs of up to 100% and consumer goods to 25 to 50%. Although the impact on consumer prices may be delayed, it will become noticeable in the long term.

Fed could dampen expectations

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Gold breaks historical mark: Investors flee to the safe haven

The price of gold has reached a new dimension: For the first time, an ounce costs more than 4,000 US dollars – another peak in an extraordinary rally that has driven the price up by more than 50 percent since the beginning of the year.

AfD joins Wagenknecht party: Recount of federal election to overturn government majority

The demand for a recount of the Bundestag election is gaining momentum: Following the Sahra Wagenknecht Alliance (BSW), the AfD is now also pushing for a re-evaluation of the votes—with potentially far-reaching political consequences.

Deutsche Bank Stock in Focus: The 30-Euro Mark Becomes the Decisive Touchstone

A crucial week lies ahead for Deutsche Bank's stock: After the recent setback, it is now grappling with the psychologically important mark of 30 euros—a hurdle that is likely to determine the future course of action.

Wall Street on a high – but fear of the bubble is growing

The record chase on the US stock exchanges continues: Both S&P 500 and Nasdaq are marking new highs, driven primarily by the unabated AI euphoria. Yet, behind the euphoria, warning voices are increasing.

Six topics investors should keep an eye on today

Despite political turbulence, the Dax remains within striking distance of its all-time high – and this, despite uncertainties from France, Japan, and the USA continuing to weigh on the markets. Today, economic data, monetary policy signals, and careful reading between the lines are decisive.