[New] Traders - wary of resurgent inflation and the mounting cost of the war adding to budget deficits - pushed back their expectations for the next Federal Reserve interest-rate cut to mid-2027.
financialpost
[New] Any shortages are expected to push up the price of household staples such as bread, pasta and potatoes and food price inflation is expected to accelerate towards the end of the year.
The Guardian
[New] US Treasuries are already sounding some caution, with two - and 10-year yields up close to 20 basis points over the past week, suggesting possible risks of inflation, overheating growth and renewed pressure on debt and deficits, given the costs of a potentially prolonged conflict.
Business Insider
[New] The Fed's preferred measure of inflation, the core PCE index, is expected to rise to 3.1% year-on-year in January. / USA
investing.com
[New] If sustained, higher energy prices would drive up inflation, dashing hopes of an interest rate cut from the Bank of England next week.
The Guardian
[New] The current oil price shock will most likely not just lead to inflation, but also push the UK economy into recession, raising unemployment and reducing GDP.
The Guardian
[New] Despite the weak growth outlook, rising inflation risks mean the Bank of England is now expected to keep interest rates on hold for longer, with the possibility of further tightening.
Trading Economics
[New] In Japan, the Bank of Japan is likely to hold policy steady, but the tone of its communication will be critical: surging oil prices complicate the inflation outlook and could pull forward the next tightening step, with April increasingly seen as the likely inflection point.
MUFG Research
[New] Some analysts warn of a stagflation-lite scenario where economic growth slows while inflation remains above the Federal Reserve's 2% target.
TEMPO.CO
[New] The inflation rate in the UK would only jump in the second half of the year, due to delays in energy price-setting by Ofgem, while the Bank of England would also be expected to raise interest rates by 25 basis points.
City AM
[New] India's policy interest rate cuts are unlikely to continue due to West Asia crisis-driven inflation risks and the fading of a favorable base effect.
Economic Times
[New] Inflation data or Fed comments - better-than-expected price or jobs numbers could tighten financial conditions.
Kalkine
[New] The Bank of England's Monetary Policy Committee will hold all policy settings steady at the March meeting, amid elevated uncertainty owing to the present geopolitical backdrop, with the subsequent commodity price shock presenting a significant upside inflation risk in the near-term.
Pepperstone
[New] If higher oil prices persist, inflation could rise from its 2.4% reading in January to 3% by the end of the year.
Sun Sentinel
[New] Inflation could face upside risks in late 2026 due to the delayed pass-through of 2025 tariffs and labour shortages in migrant-dependent retail and logistics sectors.
The Chronicle-Journal
[New] Soaring oil and gas prices due to the US and Israeli attack on Iran will add 0.4 percentage points to UK inflation.
LiteFinance
[New] If oil prices stay at their current levels for several months, US consumer price inflation could rise from 2.4% in January to 3% by the end of the year.
CNN
[New] If the Strait of Hormuz is blocked, triggering a persistent surge in energy prices, euro area GDP could be about 1.3% lower by 2027 relative to a no-escalation scenario, while HICP inflation could rise to around 5%.
EY
Shipping congestion and higher war-risk insurance premiums are already pushing freight rates higher, raising the possibility that logistics costs could feed into global inflation pressures.
investing.com
The US and Israel's war on Iran has shaken global markets and caused huge fears about energy prices and the impact they will have on inflation and the cost of living.
The Guardian
Without direct intervention from the Federal Reserve or the federal government, mortgage rates are more likely to drift gradually lower as inflation risks and economic uncertainty continue to ease.
Yahoo Finance
Last updated: 17 March 2026
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