[New] The macro-economic impact is straightforward: higher energy, freight and farm inputs will re-accelerate inflation and raise the odds the Fed stays higher for longer - or even hikes interest rates later in 2026.
Lockton
[New] Central banks from Poland to India and New Zealand may keep policy steady as they monitor events in the Middle East, while inflation gauges from China to Latin America will point to the impact on living costs.
financialpost
[New] Although bonds would normally be a safe-haven trade in the initial stages of global disruption, U.S. Treasury yields have risen in anticipation of worsening inflation-related to energy price shocks.
First Business Bank
[New] Higher energy prices will lift inflation in 2026 while dampening real incomes and consumption, resulting in a softer growth profile than previously expected.
First Business Bank
[New] Energy is a foundational input across transportation, manufacturing, agriculture, and petrochemicals, meaning sustained disruptions to oil and product flows can ripple through global supply chains and gradually lift core inflation.
First Business Bank
[New] U.S. fighter jet downed over Iran escalates conflict risks - Downing intensifies U.S. / Iran confrontation as rescue efforts race against Iranian response and Hormuz blockade drives global energy and inflation concerns.
Ag Bull Trading
[New] If the Strait of Hormuz remains closed, we could see oil prices test the $150 mark, potentially pushing the U.S. into a stagflationary recession - where inflation remains high while growth finally stalls.
FinancialContent
[New] The European Central Bank has already postponed planned rate cuts, raised its 2026 inflation forecast, and warned of the risk of stagflation for energy-intensive economies. / Vietnam
investing.com
[New] Oil prices remain elevated following ongoing tensions around the Strait of Hormuz and Red Sea shipping disruptions, feeding into inflation expectations and keeping the Fed boxed in on the hawkish side.
Capital Street FX
[New] Headline inflation is now forecast to reach 3.6% in 2026, up from 2.8%. / USA
Yahoo Finance
[New] Higher inflation, increasing mortgage costs and subdued consumer spending will all contribute to a challenging environment for UK businesses, particularly the high number of cash-poor SMEs.
Opus Business Advisory Group
[New] Experts are forecasting that inflation will increase in the wake of the sharp rises in fuel costs on garage forecourts across the UK, the jump in shipping costs and issues with fertiliser and other chemical supply chains - all linked to the escalating conflict surrounding Iran.
Opus Business Advisory Group
[New] Iran war triggers oil shock, inflation, and global economic risk as Hormuz disruption hits energy, trade, and supply chains.
IndraStra Global
[New] The UK is among the more exposed major economies to a global energy shock and now expects UK inflation to rise to around 4% in 2026, which would leave it among the highest in the G7.
investing.com
[New] Food inflation could soar higher than 9% by the end of 2026 as war in the Middle East risks pushing up the cost of living for British households.
Perspective Media
[New] With access through the Strait of Hormuz almost completely shut off and impact on oil and gas facilities in the Middle East due to the conflict in Iran, it now anticipates food inflation to reach at least 9% by the end of 2026.
FoodManufacture.co.uk
[New] In light of escalating conflict in Iran, the FDF expects food inflation to be much higher - reaching between 9-10% by the end of the year.
FoodManufacture.co.uk
[New] Inflation expectations in the US have been revised higher as energy markets tighten, with economists in a Bloomberg survey now projecting PCE inflation at 3.1% in 2026, up from 2.6% previously, while broader inflation measures are also expected to exceed earlier forecasts.
Stock Market Update
[New] Investors fearing an extended Middle East conflict that invites inflation and, possibly, recession tend to trim their more volatile assets, including bitcoin and ethereum.
Yahoo Finance
[New] The rise in energy prices will obviously push up inflation, but we do not expect it to exceed 3% on a sustained basis in Canada this year.
BDC.ca
[New] Global bond yields jumped on Friday, weighing on stocks amid concern that a protracted war in Iran will keep energy prices high and fuel inflation.
Barchart.com
Last updated: 07 April 2026
Hi,
Would you like a quick online demo of our service from an experienced member of our team?
