Fed and ECB Face Rate-Path Reset as Iran Oil Shock Reignites Inflation
The Federal Reserve holds at 3.50–3.75% as Brent tops $91. ECB projections due March 19 must navigate a 0.4–0.5pp inflation impact; BOJ weighs pausing its rate-hike cycle.
The Federal Reserve holds at 3.50–3.75% as Brent tops $91. ECB projections due March 19 must navigate a 0.4–0.5pp inflation impact; BOJ weighs pausing its rate-hike cycle.
The Federal Reserve holds at 3.50–3.75% as Brent tops $91. ECB projections due March 19 must navigate a 0.4–0.5pp inflation impact; BOJ weighs pausing its rate-hike cycle.
Gold hit a record $5,400 intraday before settling the week at $5,145—an 8.4% gain, its best weekly performance since March 2020. Silver peaked at $96 as safe-haven demand surged.
Dow falls 785 points and S&P 500 turns negative for 2026 as the Iran war triggers a cross-regional equity rout, dollar surge, and rotation into defense names.
South Korea activates a Won100tn market fund after a 19% two-day rout; China's NPC sets a 4.5–5% growth target as Middle East volatility roils Asian equities.
Oil markets gyrate as US-Israeli strikes disrupt Middle East supply dynamics, with analysts warning of $100/barrel scenarios if the Strait of Hormuz is disrupted.
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