This Week in Review | US Inflation, UK Gov’t Budget, ECB Interest Rate Decision (Sept. 11, 2026)

The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • US inflation data for August • British Chancellor John Healey’s speech on the UK government budget • Eurozone interest rates

Below are the sources for all data cited in today’s show: 1. Source: U.S. Bureau of Labor Statistics, as of 9/11/2026. Y/y US headline and core CPI inflation, May 2026 – July 2026. 2. Source: Macrobond, as of 9/11/2026. Y/y percent change in M2 (money supply) for US, UK, eurozone and Japan, local currencies, monthly, August 2025 – August 2026. 3. Source: Welcome to GOV.UK , as of 9/8/2026. Chancellor John Healey’s Growth Speech 2026, 9/7/2026. 4. Source: The Guardian, as of 9/8/2026. “Burnham Beware, the Bond Markets Will Demand Proper Answers in the Budget,” 9/2/2026. 5. Source: CNBC, as of 9/8/2026. “Global Bond Rout Gathers Pace as Inflation Fears Mount,” 9/2/2026. 6. Source: European Central Bank, as of 9/10/2026. Monetary policy decisions, 9/10/2026. 7. Source: Eurostat and Macrobond, as of 9/8/2026. Q/q eurozone GDP growth, Q1 2026 – Q2 2026, Citi Economic Surprise Index for the US and eurozone, daily, 1/1/2026 – 7/31/2026.

Want to dig deeper? • More on what to expect from the UK budget: https://www.fisherinvestments.com/en-us/insights/market-commentary/the-uks-budget-hotair-ballooning • Why Ken Fisher is optimistic about European stocks: https://www.youtube.com/watch?v=QDDSjsaBHZg • Ken Fisher’s thoughts on why central bank fears are overblown: https://www.youtube.com/watch?v=FF_CQaFv_9Y

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