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Our Scans · (FS.6.07) Inflation · Weekly Summary


  • [New] A more drawn-out conflict in the Middle East could see inflation spike by as much as 5.6%. The Daily Star
  • [New] 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
  • [New] While the Federal Reserve is expected to cut interest rates, potentially making cash less attractive, persistent inflation erodes purchasing power, particularly for middle and lower-income households whose wages have not kept pace. Kavout
  • [New] Inflation risks tied to the global energy shock will dominate Asia's economic calendar in the coming week, with price data and business surveys set to test how quickly higher costs are feeding through. financialpost
  • [New] Imported inflation from the energy shock could shift China from deflation to inflation. youth4planet
  • [New] If central banks raise rates further to combat Iran-war inflation, the capital-intensive renewables sector could face a financing crisis. youth4planet
  • [New] EUR / USD is modestly higher and is set to gain across the week amid US dollar weakness, as eurozone inflation jumped to 2.6%, supporting the view that the ECB could hike rates again soon. investing.com
  • [New] Global insurance spending remained resilient in the first quarter of 2026, as heightened geopolitical risks spurred demand for protection even as a military escalation in the Middle East led to a spike in energy prices and worsened inflation. Insurance Journal
  • [New] Geopolitical conflicts and high inflation threaten the world with demand destruction. investing.com
  • [New] USD / JPY hovered around 159.60 during Asian hours, stabilizing after recent gains but facing downward pressure from Tokyo's verbal intervention warnings and BoJ officials like Koji Nakamura highlighting oil price risks to growth and inflation outlook. IC Your Trading Edge | Official Blog | Blog
  • [New] Forecasts point to potential OCR hikes starting late 2026 (e.g., December) or early 2027 to 2.5% by year-end if activity/inflation firms, but policy stays supportive if recovery unfolds gradually as expected. IC Your Trading Edge | Official Blog | Blog
  • [New] Updates on US-Iran negotiations and the status of the Strait of Hormuz, since any shift in the perceived war risk can quickly move oil, global equities, and inflation-sensitive assets. IC Your Trading Edge | Official Blog | Blog
  • [New] Rabobank recently revealed that it expects food price inflation in Europe to build throughout 2026 and intensify in 2027, driven by the surging energy costs from the geopolitical tensions in the Middle East, which affect food production, packaging, logistics, and agricultural inputs. CNS Media
  • [New] If farmers produce with fewer inputs, there will be lower yields later in 2026 and in 2027, with higher food commodity prices and retail food inflation likely for the next few years. CNS Media
  • [New] Even though the funding provided to the Defense Department is somewhat increased, we will likely see higher inflation as a result of the Israel-U.S. war against Iran. The Diplomat
  • [New] Inflation would exceed 6% by 2027, and emerging markets would bear nearly twice the impact of advanced economies. The Rio Times
  • [New] The UK is forecast to have the joint highest inflation in the G7 in 2026, of 3.2%, and next, of 2.4%. BBC News
  • [New] Singapore tightens monetary policy as Iran war fuels inflation risks. The Asia Cable
  • [New] The risk is that higher oil prices triggered by the Iran war will accelerate inflation and lead the Fed into a hawkish stance. investing.com
  • [New] Bangladesh's inflation is now expected to rise to 9.2% in FY26, higher than the earlier estimate of 8.9%. The Business Standard
  • [New] The immediate implications are stark: headline inflation in the United States is currently tracking toward 4.0%, effectively silencing any talk of interest rate cuts from the Federal Reserve until at least mid-2027. The Chronicle-Journal
  • [New] The Middle East conflict dashed rate-cut hopes as the Fed raised its 2026 inflation forecast, with over 60% probability of unchanged rates through July. investing.com
  • [New] The escalation in the Middle East had erased an expected growth upgrade and pushed its G20 inflation projection for 2026 up to 4.0%. Yahoo Finance

Last updated: 21 April 2026



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