Portage County adviser says oil-driven inflation risk is raising yields; recommends locking multi-year rates Eileen, the countys portfolio adviser, told commissioners the February Iran conflict and rising oil prices have pushed short-term inflation expectations and Treasury yields higher, and she recommended locking in two- to five-year rates to protect county returns.

Rising oil prices from global conflicts are sending inflation expectations soaring, prompting experts to recommend locking in multi-year Treasury rates to safeguard returns.

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#PortageCounty #OH #PortageCountyFinance #InflationRisk #CitizenPortal #MarketVolatility

U.S. Gasoline Tops $4 as Middle East Supply Shock Rekindles Inflation Risks U.S. gasoline prices climbed above $4 per gallon on Tuesday for the first time since 2022, as the Iran conflict

U.S. gasoline prices have climbed above $4 per gallon, raising fresh concerns over freight costs, consumer inflation, and the broader economic fallout from Middle East supply disruptions.

#USGasPrices #OilMarkets #InflationRisk #DieselCosts #TradeEconomy

ECB warns Iran war could push businesses to raise prices faster - WTF WIRE ECB warns Iran war could push businesses to raise prices faster, as rising energy costs risk fueling inflation across Europe.

ECB warns Iran war could push businesses to raise prices faster, as rising energy costs risk fueling inflation across Europe.

#WTFWire, #ECB, #EuropeInflation, #IranWar, #EnergyPrices, #EuropeanEconomy, #InflationRisk, #GlobalEconomy, #OilPrices, #BusinessCosts
www.wtfwire.com/finance/ecb-...

BasisPointInsight.com - Balancing on the Brink: India’s Economic Policy in a Time of Crisis by Arvind Mayaram A crisis in formation, not yet in full view, as rising oil prices, a weakening rupee and policy incoherence begin to align, raising risks of a broader macroeconomic strain. by Arvind Mayaram, BasisPoi...

4/4 And if expectations begin to shift, will policy shape the trajectory as it did in 2012–14, or simply manage the consequences?

𝐑𝐞𝐚𝐝 𝐚 𝐜𝐨𝐥𝐮𝐦𝐧 𝐛𝐲 𝐀𝐫𝐯𝐢𝐧𝐝 𝐌𝐚𝐲𝐚𝐫𝐚𝐦 𝐰𝐡𝐨 𝐰𝐚𝐬 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐒𝐞𝐜𝐫𝐞𝐭𝐚𝐫𝐲 𝐭𝐨 𝐭𝐡𝐞 𝐆𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭 𝐝𝐮𝐫𝐢𝐧𝐠 2012-14. 👇

@arvindmayaram.bsky.social

#InflationRisk #Growth

Iran Conflict Elevates Stagflation Risk Citi warned on Mar 30, 2026 that stagflation risk has risen; Brent near $95/bbl and US CPI ~3.3% signal inflationary pressure while growth forecasts slip.

Iran Conflict Elevates Stagflation Risk: Citi warned on Mar 30, 2026 that stagflation risk has risen; Brent near $95/bbl and US CPI ~3.3% signal inflationary pressure while growth forecasts slip. 👈 Read full analysis #IranConflict #Stagflation #InflationRisk #CitiReport #BrentCrude

Iran War Sparks Oil Surge, Global Growth Hit Brent crude neared $110/bbl on Mar 28, 2026 (Fortune). Market and IMF data point to a 0.3–0.5ppt drag on 2026 global growth and higher inflation risk.

Iran War Sparks Oil Surge, Global Growth Hit: Brent crude neared $110/bbl on Mar 28, 2026 (Fortune). Market and IMF data point to a 0.3–0.5ppt drag on 2026 global growth and higher inflation risk. 👈 Read full analysis #IranWar #OilSurge #BrentCrude #GlobalGrowth #InflationRisk

Fed Vice Chair Jefferson Warns on Energy-Driven Inflation On Mar 26, 2026 Jefferson said policy is "appropriately positioned" while warning sustained energy price rises could push inflation above the Fed's 2% target—raising upside policy risk.

Fed Vice Chair Jefferson Warns on Energy-Driven Inflation: On Mar 26, 2026 Jefferson said policy is "appropriately positioned" while warning sustained energy price rises could push inflation above the Fed's… 👈 Read full analysis #Inflation #EnergyPrices #FederalReserve #EconomicPolicy #InflationRisk

WTF Wire

Iran war #globaleconomy threat #IEAwarns as oil and #gasdisruptions exceed past crises, raising inflation and recession risks.

#WTFWire, #IranWar, #EnergyCrisis, #OilPrices, #InflationRisk, #RecessionFears #EconomicImpact, #EnergyMarket, #WorldEconomy #CrisisAlert

www.wtfwire.com/finance/iran...

BasisPointInsight.com - West Asia Shock Tests RBI’s Growth-First Playbook by Gaura Sen Gupta A dual oil supply and price shock may lift inflation and strain growth, forcing the RBI to rely on liquidity and signalling to keep conditions supportive. by Gaura Sen Gupta, BasisPointInsight.com

2/3 India enters this phase with strong macro buffers, but the policy challenge is delicate. If inflation rises while growth slows, the RBI may have to lean more on liquidity and signalling than rate hikes.

#Geopolitics #InflationRisk #CentralBank #LiquidityMatters

WTF Wire

Iran war global economy shock pushes #oilprices higher, disrupts shipping and threatens inflation, food supplies and growth.
#Iran, #IranConflict, #GlobalEconomy, #OilMarket, #EconomicShock, #InflationRisk, #GlobalTrade, #ShippingCrisis, #EnergyCrisis🌍📉,

www.wtfwire.com/finance/iran...

Oil Supply Shock From Iran Conflict Adds New Risk to Global Economic Outlook The global economy is facing renewed uncertainty after the conflict involving Iran disrupted oil shipments through the Strait of Hormuz,

Disruptions to the Strait of Hormuz following the Iran conflict are pushing oil prices higher and adding new uncertainty to the global economic outlook.

#GlobalEconomy #OilMarkets #EnergySupply #IranConflict #InflationRisk

JPMorgan CEO Jamie Dimon warns government interference with Fed independence could push inflation higher, despite easing consumer sentiment. This underscores risks to price stability. 🚨 #InflationRisk #FederalReserve

📉 50% chance of Fed rate cut in Dec 2025; decision is data-driven.
🤝 Some Fed officials support cut citing cooling labor, inflation.
⚠️ Others warn of inflation risk, prefer status quo.

#FedRates #InterestRates #EconomicForecast #InflationRisk
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The Fed’s Powell Sees Stocks As Expensive. That’s Not His Problem. The Fed chair isn’t ready to add a stock market bubble to his hefty plate of challenges.

Leuthold's Doug Ramsey thinks $SPX should be a part of the “inflation-forecasting tool kit”—in both directions. Article by @mdbaccardax.bsky.social shorturl.at/4wtXt barrons.com #InflationRisk #FederalReserve #paywall

Currency Debasement: The Art of Quietly Robbing Creditors (While Rewarding Debtors) How to spoliate bondholders and retirees without sacrificing the rich or your economy

(3/3) 💡 Read now and share with anyone serious about monetary intelligence.

chaosandorderinsight.substack.com/p/currency-d...

#CurrencyDebasement #MonetaryPolicy #InflationRisk #Investment #ChaosAndOrder

BOJ may be behind the curve on inflation risk, government council member says TOKYO (Reuters) -The Bank of Japan may be behind the curve in dealing with the risk of high inflation, one private sector member of the government’s top economic council was quoted as saying on Thursday. "In the past, we used to debate whether inflation would reach the BOJ’s 2% inflation target or not. But now, inflation is above 2%," the member told a meeting of the council, according to a government official who attended the meeting and briefed reporters. "I’m worried that monetary policy is already behind the curve," the member was quoted as saying, adding that prolonged price rises were already affecting people’s livelihood and their inflation expectations. Another private sector member said Japan must now undertake policies to stabilise inflation around 2% unlike in the past, when it focused on accelerating price growth to that level. "I respect the projections made by the BOJ and Cabinet Office that inflation will eventually stabilise and slow below 2%. But elevated inflation affects the public by pushing down real wages," the member was quoted as saying. The remarks underscore a growing concern held by business and academic circles over persistent price rises, which have kept inflation above the BOJ’s 2% target for over three years. The BOJ exited a decade-long stimulus last year and raised its short-term policy rate to 0.5% in January, based on the view Japan was on the cusp of durably achieving its 2% inflation target. But it has held rates steady since then and signalled its intention to tread carefully in raising borrowing costs, on the view that recent inflation was driven largely by supply shocks, rather than robust demand. There are also four private sector members including Takeshi Niinami, head of beverage maker Suntory Holdings, and BNP Paribas (OTC:BNPQY) strategist Mana Nakazora. With BNPQY making headlines, savvy investors are asking: Is it truly valued fairly? In a market full of overpriced darlings, identifying true value can be challenging. InvestingPro's advanced AI algorithms have analyzed BNPQY alongside thousands of other stocks to uncover hidden gems. These undervalued stocks, potentially including BNPQY, could offer substantial returns as the market corrects. In 2024 alone, our AI identified several undervalued stocks that later surged by 30 or more. Is BNPQY poised for similar growth? Don't miss the opportunity to find out.

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Markets "still underestimating" looming inflation risks, Deutsche Bank says Investing.com - Inflation risks in the United States are still being underestimated, even after data this week seemed to show that U.S. consumer price gains accelerated in June in the wake of rising tariffs, according to analysts from Deutsche Bank. U.S. consumer prices grew at a faster annualized pace in June, suggesting that the impact of President Donald Trump's aggressive tariff policies could be starting to emerge. The Labor Department's headline consumer price index came in at 2.7% in the twelve months to June, compared with expectations of 2.6% and May's reading of 2.4%. Month-on-month, the figure was 0.3%, up from 0.1% in May and in line with projections. Excluding more volatile items like food and fuel, so-called "core" CPI also accelerated slightly to 2.9% year-on-year and 0.2% on a monthly basis. Yet both readings were below estimates of 3.0% and 0.3%, respectively. The benchmark S&P 500 and blue-chip Dow Jones Industrial Average both fell on Tuesday following the data, erasing some early gains, as analysts noted an particular uptick in the prices of goods like apparel and toys that more exposed to the tariffs. "Despite initial relief, a focus on the components like core goods led to growing alarm about the tariff impact, which prompted a spike in Treasury yields across the curve," the Deutsche Bank analysts said. Yet in a note to clients, the brokerage argued that there is a "remarkable complacency among key assets" despite several factors now coalescing at a global level to continue pushing up prices. Along with an ongoing baseline 10% tariff and duties on items like steel and aluminum, the analysts highlighted the "looming prospect" of more tariffs in the coming weeks. Trump’s elevated "reciprocal" levies on a host of countries are due to take effect on August 1, while the president has said his heightened duties on pharmaceutical imports into the U.S. will likely be unveiled by the end of the month. "Markets simply aren't pricing in" the effect of these duties yet, they argued.

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Inflation isn't just about rising prices—it's redefining financial strategies across the globe. 💰 From households to corporations, navigating this economic terrain requires agility. #InflationRisk #EconomicTrends 📈 learn how i got $1256 grant for my business: tinyurl.com/financialhel...

Click Subscribe. #ECB #EuroStrength #InflationRisk #DeGuindos #EconomicNews

Trump Plans Tariffs on Semiconductor Imports Amid Trade Turmoil - WIOBS President Trump signals new tariffs on imported semiconductors and electronics, escalating trade tensions and sparking concerns...

Trump Plans Tariffs on Semiconductor Imports Amid Trade Turmoil
wiobs.com/trump-plans-...
#Semiconductors #TrumpTariffs #TradeWar #TechPolicy #USChinaRelations #ChipCrisis #EconomicPolicy #MadeInAmerica #GlobalSupplyChain #InflationRisk

HEADLINE: CPI could rise to 4% by year-end; economist Larry Summers warns of stagflation risks.
#CPI #InflationRisk

Corporate CFOs foresee a recession by late 2025, citing chaotic U.S. policies, trade wars, and rising inflation risks. 90% expect a mild downturn, but market uncertainty looms large. #RecessionWatch #CFOInsights #EconomicOutlook #USTradePolicy #InflationRisk t.ly/i41ov

2/8
"It wouldn't surprise me to see the tariffs quickly show up in prices," warns trade expert Clark Packard.

The construction & auto industries—America's largest steel consumers—will bear immediate costs that inevitably pass to consumers through higher prices.
#USpoli #InflationRisk #Recession

2/8
On tariffs causing inflation: "You may get it. Interest rates are down." This retreats from his 2018 claim that "trade wars are good, and easy to win"—a view most economic experts reject.
#InflationRisk #TradeWar