Latest Research
PULSE - March 31, 2026
Iran War Shock, Tariff Regime Reset, and Central Bank Reserve Diversification Dominate an Anxious End to March
EXECUTIVE SUMMARY
- The Iran conflict's disruption of global energy markets has propelled inflation expectations in financial media to their most extreme recorded levels. Oil has crossed $115 per barrel, gasoline has surpassed $4 per gallon, and forecasting bodies have issued sharp upward revisions to inflation projections that already exceed central bank estimates. Consumer confidence has deteriorated in lockstep, and media prescriptions have tilted decisively hawkish; language advocating tighter monetary policy flipped above its long-term average for the first time in this cycle.
