stagflation

Philippines downplays stagflation risk, vows to boost spending

Others in the region, from Indonesia to Australia, have found themselves in similar quandaries

China’s stocks and currency have drawn investor attention in recent weeks, as they have also held up well where other assets have suffered.
NEWS ANALYSIS

Seeking shelter from war and stagflation? Take a look at China’s bond market

Chinese debt markets have drawn US$2.5 billion of foreign inflows in March

IMF managing director Kristalina Georgieva speaking ahead of the IMF/World Bank's spring meetings, says "there will be no neat and clean return to the status quo".

IMF warns of stagflationary shock ahead

It estimates that even if the US-Iran ceasefire holds, countries may need around US$20 billion in bailout support

Any protracted increase in oil prices is likely to be magnified by the fact that governments are running low on policy ammunition to counter it.

Why this oil shock is different

Governments and central banks are out of policy ammunition to contain the economic fallout

History suggests that when energy costs surge, the consequences rarely remain confined to the pump.
THINKING ALOUD

The growing odds of a US stagflation trap

The oil shock from the Iran War could tip the American economy from slowdown into something more problematic

Tehran, Iran on Mar 22. Iran has determined that it faces an existential threat and seems to have decided that its best course of action is to inflict as much pain as possible on global financial markets.

Recession risks rise for global economy

Recent monetary policy decisions by key central banks signal a rapidly changing outlook

US consumers are seeing petrol prices rise US$0.05 to US$0.10 per gallon daily, and those increases ripple far beyond the forecourt.
THE BOTTOM LINE

Price of war: How the conflict with Iran is hitting the US economy

A longer-lasting escalation would shrink America’s forecasted expansion by more than half

Inflation fears have led traders to scale back expectations for the US Federal Reserve’s next quarter-point rate cut to September.

Global bond sell-off deepens as oil jump stokes stagflation fear

The bond rout reflects anxiety about the global economy after crude oil surged towards US$120 a barrel

Risks include huge deficits, inflationary factors, and geopolitical risk, Jamie Dimon says.

Dimon warns of US stagflation risk, says Fed right to hold

Trump’s chaotic tariff announcements and efforts to shrink or shutter government agencies have stoked concerns about trade, inflation, unemployment and a potential recession

After a rally in US government debt that sent the two-year yield to touch the lowest since 2022, traders are positioning for more gains and pricing in a greater chance the Federal Reserve moves most aggressively to cut interest rates to keep the economy from stalling.

Treasuries star as haven bet even as Trump fans stagflation woes

SHELL-SHOCKED investors are piling into US Treasuries on concern that Donald Trump’s trade war will trigger a worldwide recession - ignoring for now, at least, the risk that the same punitive tariffs ...