BNP Paribas anticipates an increase in tariff-related inflation, but expects it to decrease by 2026.
Written by Emily J. Thompson, Senior Investment Analyst
Source: SeekingAlpha
U.S. Inflation Outlook: BNP Paribas anticipates a shift in U.S. inflation dynamics, with tariff effects becoming more significant through 2025 and 2026, while projecting core CPI inflation to rise to about 3.8% annualized over the next six months before cooling to near 2.5% in the latter half of 2026.
September CPI Expectations: The bank expects the upcoming September Consumer Price Index report to show downside risks due to softer goods prices and a moderation in housing-related inflation, with historical trends suggesting core CPI readings may fall slightly below market expectations.
Analyst Views on TLT
Wall Street analysts forecast TLT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TLT is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 87.310
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Current: 87.310
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
