March 26, 2026
United States:
War Hits Global Economy With OECD Seeing 4.2% US Inflation
The conflict in the Middle East is reviving the specter of inflation and hobbling the global economy just as it was showing signs of strengthening at the start of the year, the OECD said.
In its updated outlook on Thursday, the Paris-based organization sharply increased its inflation forecasts for major economies and now sees the average rate for the Group of 20 this year jumping to 4% — with an even higher pace in the US — rather than the 2.8% it predicted in December.
Europe:
Germany Sees Danger of 2026 Growth Rate Halving on Iran Crisis
German officials see a risk that the nation’s economy will grow at just half the pace they had envisaged if the Iran war drags on, according to people familiar with the matter.
Internal estimates anticipate expansion of just 0.5%, down from the most recent projection of 1%, in a worst-case scenario of the Middle East crisis dragging on, the people said, declining to be identified because the numbers aren’t public.
Asia:
Japan Short-Tenor Yields Rise to Decades Highs on Rate Hike Bets
Japan’s two-year government bond yield climbed to its highest level since 1996, while five-year yields hit a record, as expectations build for a near-term Bank of Japan rate hike.
The two-year rate, which is sensitive to monetary policy expectations, rose 1.5 basis points to 1.32% on Thursday, surpassing a previous high of 1.31% reached last month.
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