Disinflation Dead: How Middle East Shock and AI Boom Reshape the Global Order

Global disinflation has stalled as a Middle East energy shock reignites commodity volatility, forcing central banks into a hawkish "higher-for-longer" stance even as an AI investment boom sustains growth. The US-Iran peace deal now acts as the pivotal domino determining whether the economy gains an energy tailwind or absorbs a second oil shock.