Asia Pacific Japan’s Inflation Reawakens as War-Driven Energy Costs Complicate BOJ Policy
Japan’s inflation is accelerating again as Middle East tensions drive up energy costs. What it means for the BOJ, yen, and global markets.
Asia Pacific 
Global Economy China Cuts Gasoline and Diesel Price Caps for First Time Since Iran War Began
China has lowered gasoline and diesel price caps for the first time since the Iran war began, signaling temporary relief from oil-price shock but renewed questions over inflation, energy security, and Asia’s economic exposure.
Global Economy The World Can’t Afford a Hormuz Shock
Rising tensions in the Strait of Hormuz are pushing oil prices higher and reshaping global inflation and policy outlooks. Here’s what it means for the world economy.
Middle East Conflict Hormuz Shock: Why Asia Faces the Sharpest Economic Pain From the New Oil Crisis
Rising Hormuz tensions are pushing oil above $100 and exposing Asia's deep vulnerability to imported energy, inflation pressure, weaker currencies, and central-bank uncertainty.
Global Economy Saudi Oil Disruption Is Turning Into Asia’s Next Inflation Test
Attacks on Saudi energy infrastructure have cut oil output and pipeline flows, raising inflation and policy risks across Asia’s oil-importing economies.
Global Economy Why Geopolitics Has Overtaken Inflation as Central Banks’ Top Risk in 2026
A new survey shows central banks now see geopolitics as the biggest global risk, reshaping reserve management, dollar sentiment, gold demand, and FX intervention strategy.
Global Economy The Oil Shock That Could Reshape the Global Economy
The IEA says the current oil and gas crisis is worse than the shocks of 1973, 1979 and 2022 combined. Here is how the Hormuz disruption is feeding inflation, slowing growth and rattling global markets.
Global Economy OPEC+ Raised Output. The Oil Market Still Has a Supply Problem.
OPEC+ raised oil output for May, but the move looks largely symbolic as Hormuz disruption, damaged energy infrastructure, and wartime logistics keep global supply tight.
Middle East Conflict Why Rising Food Prices Could Become the Next Global Inflation Shock
Global food prices rose again in March as energy costs linked to the Middle East conflict pushed up wheat, vegetable oil and sugar. Here is why that matters for inflation, central banks and consumers.
Middle East Conflict The New Oil Shock Is Here: Trump, Iran, and the Global Cost of Hormuz Risk
Oil prices surged after Trump vowed continued attacks on Iran. Here’s why the Strait of Hormuz disruption could reignite inflation and rattle the global economy.