An Iran shock will further damage fragile inflation psychology
Business and households alike are worrying — the Fed should be too
Related reading
Inflation hits 50% in Iran as war rattles economy
Consumers feel effects of conflict while many expect Strait of Hormuz stand-off to exacerbate stagnation
Impact of Iran war will hurt US even after conflict ends, economists warn
Wave of inflation will persist as higher fuel prices feed through into businesses
Asia’s economic pain deepens as Iran war drags on
Sharp rise in inflation is hitting growth outlook for region heavily dependent on imported energy
Stagflationary forces are building
A weakening US labour market and financial strains come as the Iran war and surging oil prices spark concerns about inflation…
Investors are not ready for a true shock
The consensus view of the impact of the Iran war on equities and bonds may well prove too sanguine
Why is the Iran crisis pummelling the gilts market?
An inflationary energy shock has drained optimism over UK rate cuts and hammered popular hedge fund trades