While there will likely be an inflationary impact, currently low food inflation, higher real interest rates and stronger South African grain inventories should help limit inflation pass-through compared with previous major drought episodes.
Fitch Solutions
Middle East tensions appear to be re-escalating, which could risk higher oil prices and other associated side effects including fuel costs, inflation, and consumer demand.
The Shop
Higher inflation could strengthen the case for keeping monetary policy tight, while softer inflation could give the Fed more flexibility.
Trade Brains
Global inflation is projected to ease further in 2026 but remain above central bank targets in several advanced economies, notably the US and Japan.
Lion Global Investors | Official Site
Energy-driven inflation is set to erode real household income and weigh on consumption through the rest of 2026, with stronger real wage growth and improving sentiment expected to lift private consumption only in 2027.
investing.com
USDA's August Food Price Outlook offers consumers modestly better news for grocery bills in 2026 and a much larger reduction in projected grocery inflation for 2027.
Ag Bull Trading
Rising geopolitical tensions have pushed bond yields higher, as the failure of the US-Iran peace talks lifted the oil price - which threatens to drive inflation higher.
The Guardian
Oil prices rose due to US sanctions threat on Iran, raising inflation worries; investors await key earnings reports and Federal Reserve inflation data next week.
ST
Renewed volatility in oil and natural gas prices following geopolitical tensions in the Middle East could keep headline inflation above the ECB's 2% target for longer.
IC Your Trading Edge | Official Blog | Blog
Rising oil prices renewed inflation fears and pushed global bond yields higher, while Japanese yields reached multi-decade highs, supporting expectations for eventual BOJ tightening and creating volatility in USD / JPY.
IC Your Trading Edge | Official Blog | Blog
Last updated: 13 September 2026
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