Key insights
- Central bankers and policymakers express concerns about a protracted war leading to stagflation and energy insecurity. The delayed impact on supply chains due to shipping disruptions is a key worry, suggesting potential economic slowdown. Market resilience is questioned, implying possible future corrections as the real economic effects of geopolitical events materialize.
https://www.cnbc.com/2026/04/18/iran-war-inflation-prices-energy-trump-economy-end.html
HERE IS THE LIST OF TOP CONCERNS :
1. A drawn out war
2. Stagflation
3. Energy security
4. ‘Fog’ and ‘cloud’ creating policymaking challenges
5. Market resilience
Martins Kazaks, another ECB Governing Council member and head of Latvia’s central bank, told CNBC’s Tso that the market reaction to the war was unexpected.
“Financial markets, which is surprising to me, are back where they were before the war started,” he said. ”[But] only now will we see what’s going to be the impact on supply, because ships are just arriving, and [many] ships have not sailed yet, so there is going to be an interruption, and we’ll see how this will going to affect the real part of the economy.”
Anyone else feel like this is all a huge game of musical chairs ? Wonder which group will be left without a seat when the music stops :/
Might be the same group per usual ....................................