Sponsor of the Day:
Jerkmate
https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/transitory-inflation-higher-prices-new-normal-andrew-sheets-lisa-shalett
Transitory Inflation: Higher Prices, New Normal
Listen to our analysts discuss the main drivers of inflation’s trajectory, and how much markets should expect it to cool moving forward.
inflation higherprices newtransitorynormal
https://www.moonstone.co.za/sarb-revises-near-term-inflation-higher-shifts-rate-bias-amid-oil-shock/
SARB revises near-term inflation higher, shifts rate bias amid oil shock – Moonstone Information...
near terminflation higheramid oilmoonstone informationrevises
https://www.foxbusiness.com/economy/powell-warns-new-energy-supply-shock-gas-prices-surge-no-one-knows-how-big-be
Powell warns new energy supply shock threatens to push inflation higher | Fox Business
Mar 30, 2026 - Federal Reserve Chair Jerome Powell said the U.S. faces a new energy supply shock from Middle East oil disruption, adding to prior COVID-19 and tariff shocks...
warns newenergy supplyinflation higherfox businesspowell
https://think.ing.com/snaps/south-korean-cpi-rose-due-to-rising-oil-prices-yet-government-measures-helped-to-limit-the-rise/
Oil drives South Korean inflation higher, but government curbs keep it contained | snaps | ING THINK
Apr 2, 2026 - Bank of Korea taking wait-and-see approach as it assesses Middle East fallout
snaps ing thinksouth koreaninflation higheroildrives
https://www.dailysabah.com/business/economy/jpmorgans-dimon-warns-of-oil-shocks-sticky-inflation-higher-rates
JPMorgan's Dimon warns of oil shocks, sticky inflation, higher rates | Daily Sabah
Apr 6, 2026 - The war in Iran risks oil and commodity price shocks that could keep inflation sticky and push interest rates higher than the market now expects, JPMorgan...
dimon warnsoil shockssticky inflationhigher ratesdaily sabah
https://euobserver.com/209245/war-and-oil-shock-push-europes-inflation-higher-reigniting-rate-debate/
War and oil shock push Europe’s inflation higher, reigniting rate debate – EUobserver
Mar 31, 2026 - Oil and gas push Europe’s inflation to steepest monthly rise since Russia's invasion of Ukraine in 2022, Eurostat announces.
oil shockinflation higherwarpushreigniting
https://www.straitstimes.com/business/economy/higher-petrol-prices-drive-singapore-inflation-to-1-8-in-march?ref=top-stories
Singapore inflation accelerates as Iran war drives up petrol prices; expect higher costs to spread...
Apr 27, 2026 - Singapore's consumer prices accelerated in March to 1.8% due to higher petrol and retail costs, with core inflation also rising. Read more at straitstimes.com.
iran war drivespetrol pricesexpect highersingaporeinflation
https://www.compuserve.com/pf/story/0001/20260406/de214f6eb7853bef424967f6d1caf11d
Key Fed official sees possible rate hike amid higher gas prices, inflation concerns
key fed officialsees possible ratehike amid highergas prices inflation
https://www.sandiegouniontribune.com/2026/04/06/jpmorgan-ceo-dimon-iran-war-inflation/
JPMorgan CEO: Iran war could reignite inflation, keep Fed rates higher
Apr 6, 2026 - JPMorgan Chase CEO Jamie Dimon warns that the economy could face renewed inflation pressures if the Iran war disrupts global energy markets.
jpmorgan ceo iranwar could reigniteinflation keep fedrates higher
https://www.compuserve.com/pf/story/0001/20260406/3bc4432e146f23f33f039ef25cc00cf3
JPMorgan CEO Dimon: Iran war could reignite inflation and keep Fed rates higher for longer
jpmorgan ceo dimoniran war couldkeep fed ratesreignite inflationhigher
https://businessdesk.co.nz/article/economy/inflation-tipped-to-dip-before-surging-higher-as-fuel-prices-bite
Inflation tipped to dip before surging higher as fuel prices bite | BusinessDesk
Annual inflation likely dipped back below 3% in the March quarter, but won’t remain there for long as rising fuel prices take a toll. “This wil...
fuel pricesinflationtippeddipsurging
https://www.clickorlando.com/business/2026/04/06/key-fed-official-sees-possible-rate-hike-amid-higher-gas-prices-inflation-concerns/
Key Fed official sees possible rate hike amid higher gas prices, inflation concerns
Apr 6, 2026 - A top Federal Reserve official said Monday that an interest rate hike could be appropriate if inflation remains persistently above the central bank’s 2%...
key fed officialsees possible ratehike amid highergas prices inflation
https://www.cbsnews.com/video/whats-behind-higher-annual-inflation-rate-march/
What's behind the higher annual inflation rate in March? - CBS News
Apr 10, 2026 - The latest inflation numbers are out, and they show prices jumped last month, due to the war with Iran. CBS News senior business and tech correspondent Jo Ling...
annual inflation ratecbs newsbehindhighermarch
https://www.ksat.com/business/2026/04/06/key-fed-official-sees-possible-rate-hike-amid-higher-gas-prices-inflation-concerns/
Key Fed official sees possible rate hike amid higher gas prices, inflation concerns
Apr 6, 2026 - A top Federal Reserve official said Monday that an interest rate hike could be appropriate if inflation remains persistently above the central bank’s 2%...
key fed officialsees possible ratehike amid highergas prices inflation
https://www.scrippsnews.com/politics/economy/inflation-steady-in-february-but-iran-war-threatens-higher-prices
Inflation steady in February, but Iran war threatens higher prices
Mar 11, 2026 - Inflation stayed stubbornly elevated last month as gas prices rose in a snapshot of what consumer prices looked like before the Iran war sent energy costs...
iran war threatenshigher pricesinflationsteadyfebruary
https://economictimes.indiatimes.com/prime/fintech-and-bfsi/rbi-policy-why-high-inflation-estimates-dont-mean-higher-rates/primearticleshow/130107905.cms
RBI policy: Why high inflation estimates don't mean higher rates - The Economic Times
Apr 8, 2026 - Benign core inflation, a likely rebound to double-digit nominal GDP in FY27, and sufficient private-sector incentives to build capacities point to a ‘prolonged...
rbi policyhigh inflationhigher rateseconomic timesestimates
https://www.oxfordeconomics.com/resource/rates-to-move-higher-as-inflation-refuses-to-play-ball/
Rates to move higher as inflation refuses to play ball in Australia | Oxford Economics
Mar 3, 2026 - Upward inflation revisions and labour market resilience point to additional RBA tightening, while GDP growth slows only marginally.
move higherplay balloxford economicsratesinflation
https://www.pressdemocrat.com/2026/04/06/jpmorgan-ceo-dimon-iran-war-inflation/
JPMorgan CEO: Iran war could reignite inflation, keep Fed rates higher
Apr 6, 2026 - JPMorgan Chase CEO Jamie Dimon warns that the economy could face renewed inflation pressures if the Iran war disrupts global energy markets.
jpmorgan ceo iranwar could reigniteinflation keep fedrates higher
https://www.compuserve.com/news/world/story/0001/20260406/de214f6eb7853bef424967f6d1caf11d
Key Fed official sees possible rate hike amid higher gas prices, inflation concerns - Netscape News
key fed officialsees possible ratehike amid highergas prices inflationnetscape news
https://apnews.com/article/inflation-gas-oil-trump-7303e4593d62c2dee899489571cb0548
Inflation held steady last month before attack on Iran sent oil prices higher | AP News
Mar 11, 2026 - Inflation stayed stubbornly elevated last month as gas prices rose in a snapshot of what consumer prices looked like before the U.S.
held steadylast monthiran sentoil pricesap news
https://www.theglobeandmail.com/investing/article-jpmorgans-dimon-warns-iran-war-may-drive-inflation-and-interest-rates/
JPMorgan’s Dimon warns Iran war may drive inflation and interest rates higher - The Globe and Mail
Apr 6, 2026 - CEO warns of oil shocks, sticky inflation, higher rates in annual shareholder letter
warns iran warmay driveinterest ratesglobe maildimon
https://www.clickorlando.com/business/2026/04/06/jpmorgan-ceo-dimon-iran-war-could-reignite-inflation-and-keep-fed-rates-higher-for-longer/
JPMorgan CEO Dimon: Iran war could reignite inflation and keep Fed rates higher for longer
Apr 6, 2026 - JPMorgan Chase CEO Jamie Dimon warns that a resilient U.S. economy could face renewed inflation pressures if the war in Iran disrupts global energy markets.
jpmorgan ceo dimoniran war couldkeep fed ratesreignite inflationhigher
https://www.channelnewsasia.com/singapore/economic-growth-inflation-iran-energy-supplies-6040351
Singapore faces slower growth, higher inflation as Middle East conflict disrupts global supplies:...
Apr 7, 2026 - Singapore must be prepared for the effects of the war to persist for some time, says Deputy Prime Minister Gan Kim Yong.
middle east conflictslower growthhigher inflationdisrupts globalsingapore
https://www.ms.now/rachel-maddow-show/maddowblog/u-s-inflation-surged-in-march-pushed-higher-by-the-effects-of-the-war-in-iran
U.S. inflation surged in March, pushed higher by the effects of the war in Iran
Apr 10, 2026 - Trump told the public last week that there’s been “no inflation.” That was absurd at the time, and it’s worse now.
war iranuinflationmarchhigher
https://nbcmontana.com/news/nation-world/inflation-interest-rates-expected-to-be-higher-for-longer-survey-of-economists-shows-first-quarter-2026-bankrate-economic-indicator-survey-of-economists-economy-personal-finances
Inflation, interest rates expected to be 'higher for longer,' survey of economists shows
Bankrate asked economists to offer their predictions for inflation, mortgage rates, the labor market, and more.
inflation interest ratesexpectedhigherlongersurvey
https://www.foxbusiness.com/economy/iran-war-could-push-inflation-higher-year-goldman-sachs-says
Goldman Sachs sees higher inflation due to Iran war oil price shock | Fox Business
Mar 26, 2026 - Goldman Sachs economists see higher inflation this year than their previous forecast amid the oil price shock caused by the Iran war's impact on global oil...
iran war oilgoldman sachshigher inflationprice shockfox business
https://www.cp24.com/video/shows/2026/04/20/higher-gas-prices-push-canadas-inflation-rate-up-to-24-per-cent-in-march/
Higher gas prices push Canada's inflation rate up to 2.4 per cent in March – CP24
Royal Bank of Canada Senior Economist Claire Fan says inflation is showing 'optimistic signs of slowing' outside of rising energy prices.
higher gas pricesinflation rate2 4per centpush
https://www.foxbusiness.com/economy/jamie-dimon-warns-iran-war-could-drive-inflation-interest-rates-higher
JPMorgan's Dimon warns Iran war could push inflation and interest rates higher | Fox Business
Apr 6, 2026 - Jamie Dimon warns in his annual shareholder letter that the Iran war may cause energy shocks and supply chain disruptions, leading to stickier inflation and...
warns iran warcould pushinterest rateshigher foxjpmorgan
https://www.thehindubusinessline.com/markets/gold/gold-set-for-weekly-drop-as-higher-oil-prices-stoke-inflation-fears/article70900432.ece
Gold set for weekly drop as higher oil prices stoke inflation fears - The HinduBusinessLine
Gold prices are set for a weekly drop as rising oil prices heighten inflation fears and impact market dynamics.
higher oil pricesgold setweekly dropinflation fearsstoke
https://www.click2houston.com/business/2026/04/06/key-fed-official-sees-possible-rate-hike-amid-higher-gas-prices-inflation-concerns/
Key Fed official sees possible rate hike amid higher gas prices, inflation concerns
Apr 6, 2026 - A top Federal Reserve official said Monday that an interest rate hike could be appropriate if inflation remains persistently above the central bank’s 2%...
key fed officialsees possible ratehike amid highergas prices inflation
https://www.ms.now/rachel-maddow-show/maddowblog/u-s-inflation-surged-in-march-pushed-higher-by-the-effects-of-the-war-in-iran?share=print&nb=1
U.S. inflation surged in March, pushed higher by the effects of the war in Iran
Apr 10, 2026 - Trump told the public last week that there’s been “no inflation.” That was absurd at the time, and it’s worse now.
war iranuinflationmarchhigher
https://www.irishtimes.com/podcasts/inside-politics/in-the-shadow-of-the-war-in-iran-inflation-and-energy-costs-look-set-to-climb-ever-higher/
In the shadow of the war in Iran, inflation and energy costs look set to climb ever higher – The...
Mar 20, 2026 - Inside Politics podcast with Hugh Linehan
war iranenergy costslook setever highershadow
https://lipperalpha.refinitiv.com/webcasts/2024/07/higher-for-longer-what-is-really-driving-inflation/
Higher for longer: What is really driving inflation? | Lipper Alpha Insight | LSEG
Jul 19, 2024 - In our inaugural episode of Macro Microscope, Indrani De and John Dioufas, discuss what is really driving inflation and the implications for financial markets....
inflation lipper alphareally drivinginsight lseghigherlonger
https://www.theglobeandmail.com/investing/markets/inside-the-market/market-news/article-premarket-oil-jumps-stocks-pull-back-as-mideast-ceasefire-hangs-in-the/
TSX ends slightly higher as investors cheer inflation data - The Globe and Mail
Apr 20, 2026 - Wall Street closes slightly down on renewed tensions between U.S., Iran
tsx endsslightly higherinflation datainvestorscheer
https://www.orlandosentinel.com/2026/04/06/jpmorgan-ceo-dimon-iran-war-inflation/
JPMorgan CEO: Iran war could reignite inflation, keep Fed rates higher
Apr 6, 2026 - JPMorgan Chase CEO Jamie Dimon warns that the economy could face renewed inflation pressures if the Iran war disrupts global energy markets.
jpmorgan ceo iranwar could reigniteinflation keep fedrates higher
https://www.wcvb.com/article/fed-official-rate-hike-inflation-stays-high/70942655
Key Fed official sees possible rate hike amid higher gas prices, inflation concerns
Apr 6, 2026 - She said the Fed might have to cut its rate if higher gas prices caused the economy to slow and unemployment to rise. But if inflation remained elevated, a...
key fed officialsees possible ratehike amid highergas prices inflation
https://www.mediapost.com/publications/article/411149/higher-income-households-drive-holiday-spending-ga.html?edition=140823
Higher-Income Households Drive Holiday Spending Gains As Inflation Reshapes Consumer Priorities...
Higher-Income Households Drive Holiday Spending Gains As Inflation Reshapes Consumer Priorities - 12/04/2025
higher incomedrive holidayhouseholdsspendinggains
https://www.thestar.com/news/world/united-states/key-fed-official-sees-possible-rate-hike-amid-higher-gas-prices-inflation-concerns/article_069e5f46-bb54-5f25-9fb6-4c1f80e1118d.html
Key Fed official sees possible rate hike amid higher gas prices, inflation concerns
Apr 6, 2026 - WASHINGTON (AP) — A top Federal Reserve official said Monday that an interest rate hike could be appropriate if inflation remains persistently above the...
key fed officialsees possible ratehike amid highergas prices inflation
https://www.pilotonline.com/2026/04/06/jpmorgan-ceo-dimon-iran-war-inflation/
JPMorgan CEO: Iran war could reignite inflation, keep Fed rates higher
Apr 6, 2026 - JPMorgan Chase CEO Jamie Dimon warns that the economy could face renewed inflation pressures if the Iran war disrupts global energy markets.
jpmorgan ceo iranwar could reigniteinflation keep fedrates higher
https://timesofindia.indiatimes.com/business/international-business/iran-war-risk-jpmorgan-ceo-jamie-dimon-warns-of-oil-shocks-sticky-inflation-and-higher-interest-rates/articleshow/130059993.cms
Iran war risk: JPMorgan CEO Jamie Dimon warns of oil shocks, sticky inflation and higher interest...
Apr 6, 2026 - International Business News: JPMorgan Chase CEO Jamie Dimon has warned that the ongoing war in Iran could trigger oil and commodity price shocks, keeping...
jpmorgan ceo jamieiran wardimon warnsoil shockssticky inflation
https://www.ibtimes.com/us-inflation-rises-march-energy-surge-drives-prices-higher-3801092
U.S. Inflation Rises In March As Energy Surge Drives Prices Higher | IBTimes
Apr 10, 2026 - US inflation picked up sharply in March, driven largely by a surge in energy costs, marking a clear acceleration from the more subdued pace seen earlier this...
inflation risesenergy surgeprices highermarchdrives
https://www.courant.com/2026/04/06/jpmorgan-ceo-dimon-iran-war-inflation/
JPMorgan CEO: Iran war could reignite inflation, keep Fed rates higher
Apr 6, 2026 - JPMorgan Chase CEO Jamie Dimon warns that the economy could face renewed inflation pressures if the Iran war disrupts global energy markets.
jpmorgan ceo iranwar could reigniteinflation keep fedrates higher
https://www.twincities.com/2026/04/06/jpmorgan-ceo-dimon-iran-war-inflation/
JPMorgan CEO: Iran war could reignite inflation, keep Fed rates higher
Apr 6, 2026 - JPMorgan Chase CEO Jamie Dimon warns that the economy could face renewed inflation pressures if the Iran war disrupts global energy markets.
jpmorgan ceo iranwar could reigniteinflation keep fedrates higher
https://apnews.com/article/stocks-markets-oil-iran-trump-fddc46573a120d8235d0b696350b268d
US stocks slump on worries about higher oil prices, inflation and interest rates | AP News
Mar 18, 2026 - U.S. stocks slumped after a report said inflation was primed to worsen even before the war with Iran sent oil prices spiking.
higher oil pricesus stocksinterest ratesap newsslump
https://www.news4jax.com/business/2026/04/06/key-fed-official-sees-possible-rate-hike-amid-higher-gas-prices-inflation-concerns/
Key Fed official sees possible rate hike amid higher gas prices, inflation concerns
Apr 6, 2026 - A top Federal Reserve official said Monday that an interest rate hike could be appropriate if inflation remains persistently above the central bank’s 2%...
key fed officialsees possible ratehike amid highergas prices inflation
https://www.channelnewsasia.com/singapore/gan-kim-yong-shanmugam-jeffrey-siow-iran-war-ministerial-statement-parliament-6038391
Highlights: Singapore warns of slower growth, higher inflation amid Middle East conflict, unveils...
Apr 7, 2026 - Deputy Prime Minister Gan Kim Yong cautioned that prices are expected to rise in Singapore, while Acting Transport Minister Jeffrey Siow announced support...
amid middle eastslower growthhigher inflationhighlightssingapore
https://www.winnipegfreepress.com/business/2026/04/06/key-fed-official-sees-possible-rate-hike-amid-higher-gas-prices-inflation-concerns
Key Fed official sees possible rate hike amid higher gas prices, inflation concerns – Winnipeg Free...
Apr 6, 2026 - Breaking News, Sports, Manitoba, Canada
key fed officialsees possible ratehike amid highergas prices inflationwinnipeg free
https://www.foxbusiness.com/markets/us-stocks-treading-water-at-break-even-mark-as-impending-fed-action-higher-inflation-worries-linger
US stocks treading water as impending Fed action, higher inflation worries linger | Fox Business
Jan 11, 2022 - U.S. equity futures were teetering around the break-even mark early Tuesday morning as anticipated action by the Federal Reserve in March and growing inflation...
us stockstreading waterhigher inflationfox businessimpending
https://www.highereddive.com/news/college-net-prices-affordability-brookings-institution-phillip-levine/815261/
Average net tuition down when adjusted for inflation, Brookings data shows | Higher Ed Dive
The findings stand "in stark contrast to the public’s perception,” report author Phillip Levine said.
higher ed divedata showsaveragetuitionadjusted
https://www.latimes.com/archives/la-xpm-1987-08-06-mn-1826-story.html
Higher Interest, Inflation but Lower Unemployment Seen - Los Angeles Times
Mar 12, 2019 - The Reagan Administration today revised its economic forecasts, projecting higher interest rates and inflation but lower unemployment for the rest of 1987.
los angeles timeshigher interestinflationlowerunemployment