ING Bank N.V.
June 5, 2026
Webinar: War, Oil, and Stagflation – The Central Bank Stress Test
Macro ThematicRates Govt BondsFXCommoditiesEnergy
This webinar summary explores the economic fallout of the Iran war, including rising inflation and supply chain disruptions. It highlights the difficult policy choices facing the ECB, Fed, and Bank of England.
Key Takeaways
- 1.Central banks face a difficult stress test due to energy price volatility and supply chain disruptions linked to the conflict in the Middle East.
- 2.The European Central Bank is expected to raise rates in June, though further hikes remain uncertain.
Table of Contents
- Webinar: War, oil, and stagflation – The central bank stress test
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Authors
Carsten BrzeskiJames KnightleyJames SmithChris Turner
Securities
EURUSD
Themes
StagflationCentral Bank Policy
Regions
EuropeMiddle EastUnited StatesUnited Kingdom
