Study 002 · Economic stress

Inflation fell. Prices did not.

The annual rate is calming in many countries. The price level families live with still carries the memory of every increase that came before.

Published 13 July 202642 country seriesWorld Bank indicators

A lower inflation number can sound like relief while the supermarket receipt says otherwise. Both can be true.

Inflation measures the speed of change, not the height already reached. When that speed falls from 10% to 2%, prices are generally still rising—just more slowly. To show the difference, DataVault compounded annual consumer-price inflation across 42 successfully collected World Bank country series.

+23.5%Belgium, 2021–25compounded CPI rates
+21.4%Senegal, 2021–25latest rate 1.5%
+179.7%Ghana, 2021–25latest rate 14.2%
+577.9%Türkiye, 2021–25latest rate 34.9%

Prices have a memory

Belgian inflation was 2.5% in the latest collected 2025 observation. Yet compounding the annual rates from 2021 through 2025 produces a 23.5% increase. That is the gap between a policy success—slower inflation—and a household reality—a permanently higher starting point.

Costa Rica makes the logic even clearer. Its latest rate was slightly negative, at -0.1%, but the five-year path was still about 10.2% higher. One year of stable prices does not erase the climb.

Disinflation changes the slope. It does not take the hill away.

The same headline hides radically different journeys

Among countries with a full 2021–25 series in our collected set, Malaysia rose about 12.1%, Indonesia 14.3%, Kuwait 17.4%, Senegal 21.4%, Belgium 23.5%, Ghana 179.7%, Suriname 366.7% and Türkiye 577.9%.

These are national aggregates, not a cost-of-living league table. Consumption baskets, subsidies, exchange rates and measurement differ. The useful insight is within each country’s path: a latest annual rate should be read beside the accumulated level it follows.

National prices are only the first join

The burden depends on who buys what. Lower-income households devote more of their budget to essentials such as energy and food; renters and owners face different pressures; wage growth, household size and geography change exposure. That is why an analyst needs population, labour, housing and energy data beside inflation.

A recent Joint Research Centre analysis of a Middle East energy shock reached a similar distributional point: lower-income households can be hit hardest. The economic question is therefore not simply “what is inflation?” but “whose essential basket rose, where, and did income keep pace?”

The next analytical stepJoin national CPI with household expenditure weights, wages, housing tenure, regional energy prices and demographic composition. The result is an exposure map, not another headline average.

Analytical plate

Five years of price memory

Selected complete 2021–25 series. Bar lengths use a logarithmic visual scale so moderate and extreme paths remain legible together.

Cumulative price path

Compounded annual CPI change

Belgium
23.5%
Ghana
179.7%
Suriname
366.7%
Türkiye
577.9%

What makes stress visible

Cross-domain join path

CPI pathwageshousehold basketenergy / rentregion & age

Evidence ledger

Comparable indicators, dated observations

World Bank inflation, consumer prices

42 successfully collected country series; annual percentages compounded where all five years were present.

CE-WB-*-INFL

JRC distributional analysis

Research context on how energy shocks can land unevenly across household incomes.

EXTERNAL-RESEARCH

Method & limits

Compounding rates, not summing headlines.

For complete 2021–25 rows, cumulative change equals the product of (1 + annual rate) minus one. We do not fill missing years. The selected comparison therefore excludes series without a common five-year span.

What this cannot showNational CPI does not describe an individual household. Baskets and methods differ by country; the World Bank series can be revised; and cumulative inflation is not the same as lost purchasing power unless wages and transfers are included.