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US petrol prices surge as Trump’s Iran war triggers inflation worries
Costs at the pump exceed level at the end of the Biden administration
Eurozone inflation unexpectedly rises to 1.9% in February
Economists say Iran conflict was ‘already casting its shadow’ as tensions had pushed up oil prices last month
Stocks and bonds tumble as widening Middle East war rattles markets
Oil surges above $85 a barrel and European natural gas prices climb further as conflict escalates across region
Iran war presents a different script for markets
Investors have been right to identify geopolitics as a rising risk factor
Eurozone inflation just below target in February
With energy prices rising due to conflict in Iran, the ECB will now be concerned with upside inflation risks
Who is paying for Trump’s tariffs?
The answer depends on how you ask the question; plus markets do not think the Bank of Japan is more dovish
Whitepapers / Articles
A View from the Bridge - November 2025
We will never know if the Chancellor’s unprecedented pre-budget speech earlier this week was also an attempt to coax the BOE into an earlier rate cut, but Governor Andrew Bailey didn’t take the bait and was the casting vote to hold rates at 4% rather than lower them to 3.75%.
PegasusCapital - 13/11/2025
