Macro Monday Ep109: War increases inflation pressures

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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