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War in the Middle East and Firms’ Inflation Expectations

Published on 29th of May 2026

No post 452. The outbreak of the conflict in the Middle East occurred during the data collection phase of the Banque de France survey on firms’ inflation expectations, providing a unique opportunity to observe business leaders’ assessments “in real time. In the first days of the conflict, they revised their short-term inflation expectations upwards, while their longer-term expectations were less affected. 

Updated on the 29th of May 2026