
Macro Monday Ep109: War increases inflation pressures
From Investec Focus Radio SA by Investec
March 23, 2026 · 10 min
About this episode
The episode discusses the impact of the Iranian War on inflation and the decisions of central banks regarding interest rates.
Central banks in the US, Eurozone and Japan all kept rates unchanged last week. But behind these decisions lie rising concerns about the impact of the Iranian War on a range of prices that have a major impact on inflation. The duration and intensity of the conflict will be key determinants of the overall impact on the inflation and growth outlooks. Investec Focus Radio SA
People in this episode
Host: Investec
Topics covered
- inflation
- central banks
- economic impact
- Iranian War
- interest rates
Keywords
- inflation
- central banks
- Iranian War
- interest rates
- economic growth
Mentioned in this episode
Places: US, Eurozone, Japan
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