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2026-04-09 14:49:26
[US March CPI Expected to Rise by Largest in Two Years, War Aftershocks and Deficit Risk Raise Concerns] (1) The market generally expects the US March CPI annual rate to rise by 3.4%, higher than the previous month's 2.4%, marking the largest year-on-year increase in two years. (2) Based on historical experience, commodities such as aviation fuel, steel, aluminum, natural gas, fertilizers, and plastics are most likely to see price increases, and related industries have already felt the pressure. Concerns about the war with Iran have expanded from short-term oil price shocks to long-term compound effects, and economists are more worried about the "aftershocks" that may not appear for months or even years. (3) JPMorgan Chase CEO called inflation a "rotten apple" that could destroy stock market returns in 2026. Harvard professor Rogoff pointed out that the increased military spending due to the war will put pressure on the already tight US budget deficit, posing a risk of soaring bond yields, which could damage the stock market and affect affordability; existing supply disruptions are enough to keep oil prices high for a year.
