[New] The tariff shock effectively tightens financial conditions by increasing the likelihood that the Federal Reserve will keep interest rates higher for longer to combat tariff-induced inflation, creating a structural headwind for digital assets.
KuCoin
[New] US inflation is expected to tick back up to about 2.7% in 2026, with tariffs playing a noticeable role as importers pass more costs to consumers.
KuCoin
[New] The inflation impact from the Iran war will show up in the Fed's preferred price gauge in the coming week, and the Fed will be on high alert for any sign that inflation expectations are losing their mooring.
financialpost
[New] The IMF flagged global risks, including geopolitical tensions and the conflict in West Asia, as potential counterforces through commodities, inflation expectations, and broader financial conditions.
Multibagg AI
[New] Absent of any government intervention, we expect a gradual but persistent pickup in food inflation, reaching around 9-10% by the end of the year.
Just Food
[New] The possible onset of El Nino conditions from mid-2026 could disrupt agricultural cycles, water availability and crop yields, adding uncertainty to food inflation projections, especially for weather-sensitive staples.
Pakistan Today
[New] Concerns around potential disruptions in oil supply through the Strait of Hormuz, which accounts for a substantial share of global crude and LNG flows, are driving oil prices higher and increasing inflation expectations globally.
Kalkine
[New] The lack of progress in US-Iran peace talks, combined with Tehran's control over the Strait of Hormuz and the ongoing US blockade of Iranian ports, has kept energy prices elevated and inflation risks in focus.
investing.com
[New] With no clear signs that the conflict in the Middle East is winding down, investors are assuming that, amid high inflation, central banks will be forced to tighten monetary policy.
investing.com
[New] There's now widespread talk of more cash rate increases to come, as the global energy shock in the Middle East threatens to push Australia's inflation towards 5%.
LoanCaddie
[New] Inflation, previously on track to ease towards the Bank of England's 2% target, is now projected to remain elevated and potentially end the year higher than previously expected due to sustained energy price movements. / UK
GlobeNewswire
[New] The Fed's preferred inflation gauge, the PCE index, is now projected at 2.7% for year-end 2026, well above its 2% target.
X2 Mortgage
[New] If the Middle East conflict lasts for a longer period, it said higher commodity prices and freight costs, as well as supply chain disruptions would spike inflation and interest rates.
philstar.com
[New] Besides UK inflation data in the morning, only US weekly mortgage applications could be of interest.
investing.com
[New] If the Middle East conflict were to become protracted and persist for more than two quarters, the Bank of Canada would likely become more inclined to hike rates, as headline inflation could rise by roughly 75 basis points and core inflation by about 30 basis points.
Daily Hive
[New] The Fed plans to keep interest rates relatively high, around 3.4%, through the end of 2026 to combat inflation.
Kavout
[New] On a whole-year basis, PCE inflation is seen as rising from 2.8% in 2025 to 3.3% in 2026 before declining to 2.0% in 2027.
Yield PRO
[New] The war in Iran could slow global economic growth, warning that persistently high oil prices could potentially push inflation to 6% by 2027.
Yahoo Finance
[New] The International Monetary Fund is warning that the war in the Middle East could drag down global economic growth, push inflation higher, and create new risks for economies worldwide.
National Public Pension Coalition
A more drawn-out conflict in the Middle East could see inflation spike by as much as 5.6%.
The Daily Star
The increase in the price of energy, fuel and raw materials, combined with disruption to shipping, will directly impact manufacturing as well as construction and development projects around the world as costs and inflation squeeze margins and profitability.
Mishcon de Reya LLP
Last updated: 28 April 2026
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