Asian FX: Oil shock and AI cushion – Commerzbank

Commerzbank’s Charlie Lay, Dr. Henry Hao and Moses Lim argue that the war in Iran has delivered a stagflationary shock to Asia, pushing inflation forecasts higher while leaving growth risks skewed to the downside.

capitalindexers
capitalindexers
 Apr 28, 2026  0  0
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Asian FX: Oil shock and AI cushion – Commerzbank
Commerzbank’s Charlie Lay, Dr. Henry Hao and Moses Lim argue that the war in Iran has delivered a stagflationary shock to Asia, pushing inflation forecasts higher while leaving growth risks skewed to the downside.
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