The US-Iran war lifted euro firms’ price and cost expectations, forcing the ECB to watch behavior—not just inflation data.
Key takeaways
- On May 26, 2026, the European Central Bank’s latest firm survey turned the US-Iran war from a geopolitical headline into a monetary-policy problem: euro area c...
- The timing is the point. The ECB’s Survey on the Access to Finance of Enterprises, or SAFE, captured responses before and after the conflict began, giving rese...
- February 28 Split the Survey Into Two Different Economies
- Before February 28, euro area firms expected to raise selling prices by 2.9% over the next twelve months. After the conflict began, that expectation rose to **...
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Canonical source: https://mlxio.com/finance/ecb-survey-us-iran-inflation
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