[New] With Iran almost certain to exact a high price by keeping oil and gas prices elevated, there could be terminal knock-on effects for liberal democracies facing yet another inflation shock.
The Guardian
[New] As rising energy prices and growing inflation fears make corporate bonds look increasingly risky, big money managers including State Street and Voya Investment Management have been looking at buying mortgage bonds and other securitized debt instead.
financialpost
[New] In policy action, Sri Lanka's central bank is expected to keep its rate steady at 7.75% on Wednesday, extending the streak of holds to five meetings and reinforcing views that the easing cycle may have run its course as authorities eye an expected acceleration in inflation.
financialpost
[New] A sustained conflict and the prolonged closure of the Strait of Hormuz beyond the end of March will create cost-push inflation worldwide through elevated energy, commodity and transportation prices.
Bruegel | The Brussels-based economic think tank
[New] EU countries agree that the gas crunch will also trigger a bidding war with Asia over liquefied natural gas supplies, meaning years of higher inflation.
gCaptain
[New] A prolonged disruption would push euro-zone inflation to 6.3% and trigger a brief recession.
gCaptain
[New] Inflation will bounce back up to as much as 5% over the coming months, adding to the cost of living troubles faced by British households.
City AM
[New] UK inflation could exceed 4% after the middle of the year.
City AM
[New] The risk of seeing unanchored inflation expectations could be higher in the UK.
investing.com
[New] The Bank of England has today announced that it will hold the Base Rate at 3.75%, keeping interest rates unchanged as it weighs fresh inflation risks against a weaker economic backdrop.
Edward Mellor Estate Agents - Estate Agents & Lettings
[New] The Bank of England held rates at 3.75% but warned inflation could rise to 3.5% in the near term, with some economists suggesting it could reach 5% if energy prices remain elevated.
CPA | The Credit Protection Association
[New] The rise in headline inflation to 2.1% in 2028 is mainly attributed to a significant increase in energy inflation, driven by climate transition-related fiscal measures and, in particular, the introduction of ETS2, which is seen to push headline inflation up by 0.2 percentage points.
European Central Bank
[New] The baseline projections foresee HICP inflation picking up from 2.1% in 2025 to 2.6% in 2026, before declining to 2.0% in 2027 and then ticking up to 2.1% in 2028. / ChinaEuropean Central Bank
[New] Inflation is projected to remain low and stable at 1.9% in 2026. / USAMirage News
[New] The BoE now expects inflation to rise above 3% for much of 2026 and said it could reach 3.5% in the third quarter.
Central Banking
[New] Should energy prices stick at current levels, the MPC could be forced into pushing rates higher to curb inflation.
BBC News
[New] The next meaningful catalyst will be how energy prices evolve and whether the April inflation data shows the Iran war's impact beginning to flow through to core readings.
Megan Micco - Berkeley Real Estate Expert
[New] The Bank of England has kept interest rates on hold and signalled it could be forced to increase borrowing costs in the coming months as the US-Israel war on Iran threatens to drive inflation in the UK above 3%.
The Guardian
[New] Economists have described the economic impact of the 2026 Iran war as the worst since at least the 1970s, echoing the supply shortages, high oil prices, and projections of global inflation and risks of recession and stagflation if disruptions persisted.
Halter Ferguson
[New] The US central bank has raised its forecast for inflation as the Iran war-linked surge in global energy prices threatens self-inflicted damage on the world's largest economy.
SKY
[New] Energy markets remained the primary driver of sentiment as geopolitical tensions in the Middle East pushed oil prices above $100 per barrel, increasing inflation risks and complicating expectations for monetary policy.
NordFX
[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
Last updated: 24 March 2026
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