Pansen Macro: Despite the decline in oil prices, there may still be a significant inflation shock in the future

SmartContractAuditor · 2026-04-08T07:56:12+00:00

Pantson, a macroeconomist, pointed out that despite the decline in oil prices, inflation shocks remain significant. The ceasefire agreement has weakened the prospects of rate hikes, and the European Central Bank is expected to tighten policy slightly in the summer. Iran may leverage control over the Strait of Hormuz to exert pressure.

SmartContractAuditor

2026-04-08 07:56:12

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Odaily Planet Daily reports that the macroeconomist Pan Sen said that although oil prices fell after a two-week ceasefire agreement was reached, the upcoming inflation shock will still be enormous. He said: “The ceasefire agreement eliminates the outlook for the April rate hike, and we have always believed that this was a situation that was unlikely to occur, but we currently still hold the view that the European Central Bank will modestly tighten policy in the summer.” Despite the market welcoming the ceasefire, Iran may still restrict traffic through the Strait of Hormuz. He added: “Tehran has learned from this crisis that it can exert enormous pressure on the United States by controlling the strait, and we believe Iran has no reason not to use this right now.” (Jin Ten)

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