Iran War Energy Shock Reignites Global Inflation; Fed and ECB Turn Hawkish

매크로/금리 | Sun Jun 28 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 sources

New Fed Chair Warsh pivots hawkish, the ECB raises rates, and US inflation hits a three-year high.

Sources

• [1] Core inflation rate hit 3.4% in May, highest since October 2023, Fed’s preferred gauge shows - CNBC Markets
• [2] Factory job cuts in June neared financial crisis and Covid levels, S&P says - CNBC Markets
• [3] Bank of England holds interest rates at 3.75% amid Iran war peace prospects - CNBC Markets
• [4] Here are the five big takeaways from Kevin Warsh's first meeting as Fed chairman - CNBC Markets
• [5] UK inflation holds steady at 2.8% in May - CNBC Markets
• [6] UK economy shrank 0.1% in April as Iran conflict weighed on growth - CNBC Markets
• [7] Wholesale prices rose 1.1% in May, more than expected, on surge in energy - CNBC Markets
• [8] ECB hikes interest rates for first time since 2023 as Iran war ramps up energy costs - CNBC Markets
• [9] Consumer prices rose 4.2% annually in May, highest in three years - CNBC Markets
• [10] Energy prices take center stage as the ECB prepares to decide on rates - CNBC Markets
• [11] ECB’s Schnabel Sees Upside Inflation Risks Despite Peace Deal - Bloomberg Markets
• [12] New Fed Chair Kevin Warsh Says There's a Huge Problem With Financial Markets Right Now. His Solution Could Be Bad News For Stock Investors - The Motley Fool