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Inflation

  • Oil shock will be felt well beyond energy markets

    March 10, 2026

    Energy shocks rarely remain confined to energy markets. They propagate through bond markets, fiscal balances and inflation expectations, says Helen Thomas As Winston Churchill once warned: “The statesman who yields to war fever must realise that once the signal is given he is no longer the master of policy, but the slave of unforeseeable and [...]

  • UK growth downgraded as firms measure hit from Iran turmoil

    March 9, 2026

    The UK economy will suffer from sluggish growth this year, a leading industry body has warned, with further tax rises on the horizon remaining as a “risk”.  Business chiefs have warned that the services sector is set to keep the UK economy afloat this year, with contractions expected to come across construction and manufacturing.  The [...]

  • Reeves warns oil price shock to fuel higher inflation for Brits

    March 9, 2026

    Chancellor Rachel Reeves has warned that a recent spike in oil prices will translate into higher inflation in the UK, with her economic approach centring on calls for the US, Israel and Iran to de-escalate the conflict in the Middle East. In a statement to MPs, Reeves said she called on G7 finance minister, which [...]

  • ‘Terrifying’: Iran threatens $200 oil price if US-Israel strikes continue

    March 9, 2026

    A spokesman for the Iranian military has given a chilling warning that the cost of a barrel of oil could rocket to $200 if the war with Israel and the US continues. The price of oil has continued to surge amid escalating tensions in the Middle East, which have triggered strikes on production sites and [...]

  • Will the Bank of England raise interest rates amid Iran war energy crisis?

    March 9, 2026

    Traders are betting on interest rate hikes this year as Rachel Reeves and Sir Keir Starmer have consulted analysts at the Bank of England to monitor the impact of spiralling oil prices on the UK economy.  Investors believe interest rates are more likely to rise than fall by the end of the year, with a [...]

  • Iran war: Oil prices could reach $150 a barrel

    March 8, 2026

    Oil prices could reach $150 (£112) by the end of the month if the severe disruption to the Strait of Hormuz is not eased, Goldman Sachs has warned.  The bank said it will revise its oil price forecast soon unless it sees evidence that transit through the crucial shipping route is beginning to return to [...]

  • Iran war: From fuel to food, what could get more expensive?

    March 6, 2026

    Amid fears the war in Iran could “bring down” the world’s economies, experts have warned the conflict could have wide-ranging impacts which reach into the households of everyday consumers.  The Middle East plays a central role in global energy supplies and shipping routes, and consumer industries have warned the knock-on effects of the conflict could [...]

  • Fish and chip shops under threat as Iran war spikes energy prices

    March 6, 2026

    Britain’s beloved fish and chip shops could go under as they brace for the boom in energy and import costs caused by the Iran war, an industry leader has warned.  Andrew Crook, president of the National Federation of Fish Friers (NFFF), told City AM chippie owners across the country are expecting the conflict to add [...]

  • FTSE 100 Live: Stocks jittery amid oil tensions; Khan woos Anthropic AI

    March 6, 2026

    Good morning and welcome back to the City AM liveblog. Inflation fears have dominated the week and as for the time being, they don’t look to be heading anywhere. The FTSE 100 ended Thursday’s session slipping 1.5 per cent to 10,413.94p as markets battled renewed fears of an energy crisis. Brent crude futures – the international [...]

  • ‘And so it begins’ – Mortgage lenders kick rates back up amid Middle East crisis

    March 5, 2026

    A number of mortgage lenders are kicking the their rates back up, with more expected to follow, as market conditions remain volatile due to the unfolding crisis in the Middle East. HSBC UK has said it will increase some of its mortgage rates for first-time buyers, movers and re-mortgagers and the UK’s largest building society, [...]

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