Iran war energy shock derails rate cut plans as Fed ECB and BoJ chart different paths

Published on 3 May 2026

Brent around 80 could push the ECB to hike twice

The Iran war’s hit to energy prices is reshaping central bank thinking and delaying expected easing. Robeco expects the Fed to cut rates twice, but warns the ECB may need to hike in June and September if Brent crude stays near $80. In Asia, Japan’s hot growth and inflation risks could keep tightening pressure on policymakers.

Energy price shock is forcing central banks to rethink timelines
Robeco expects Fed rate cuts twice this year
ECB could hike in June and September if Brent stays near 80
Japan’s inflation and growth mix may delay easing in Asia

#inflation #central banks #interest rates #oil prices #iran

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Iran war energy shock derails rate cut plans as Fed ECB and BoJ chart different paths

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