Disinflation Stalls: The Middle East War Reshapes Global Monetary Policy

The global disinflation trend has abruptly halted, reversing two years of price declines as a renewed Middle East supply shock forces central banks into a 'higher-for-longer' stance. This systemic pivot creates a bifurcated economy where AI-driven tech nations outpace energy-importing low-income states facing entrenched inflation and growth stagnation.