Updated
Updated · Business Standard · Aug 19
RBI Says Fuel Inflation Stayed Modest by June 2026 as Core CPI Ex-Precious Metals Held at 2.5%
Updated
Updated · Business Standard · Aug 19

RBI Says Fuel Inflation Stayed Modest by June 2026 as Core CPI Ex-Precious Metals Held at 2.5%

3 articles · Updated · Business Standard · Aug 19

Summary

  • June 2026 fuel inflation remained modest in India because a sharp rise in global energy prices saw only limited pass-through to domestic retail prices, according to RBI policy minutes.
  • RBI said that muted transmission persisted despite two quarters of terms-of-trade shocks from surging crude prices and a weaker Indian rupee.
  • CPI inflation still edged above the RBI’s 4% target by a small margin, but core inflation stayed below 4%.
  • Core inflation excluding precious metals was much lower at 2.5%, reinforcing the central bank’s view that imported price pressures had not broadly spread through the economy.

Insights

Will India's hidden upstream inflation suddenly shatter the RBI's comfort zone and trigger unexpected rate hikes?
How long can government subsidies artificially suppress retail fuel prices before consumers face a massive economic shock?