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 Have feedback for this Fisher Investments video? Share your thoughts on this episode in just 1 minute by filling out this survey: https://fi.co1.qualtrics.com/jfe/form/SV_6Vw1ezlogR044S2?VideoCode=WeekInReview7Sept2026 Connect with Fisher Investments on: • Facebook - https://www.facebook.com/FisherInvestments • X - https://twitter.com/fisherinvest • LinkedIn - https://www.linkedin.com/company/fisher-investments • Instagram - https://www.instagram.com/fisher.investments/ • TikTok - https://www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: • Facebook - https://www.facebook.com/KenFisher.FisherInvestments • X - https://twitter.com/KennethLFisher • LinkedIn - https://www.linkedin.com/in/ken-fisher/ • Instagram - https://www.instagram.com/kenfisher_fisherinvestments/ Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.