Energy shock from Iran war delays rate cuts, sets up divergent paths for Fed, ECB and BoJ

The Iran war's impact on energy prices is forcing central banks to reassess policy. Robeco anticipates the Fed will cut rates twice this year, while the ECB might hike in June and September if Brent crude stays near $80. Asia faces significant exposure, with Japan's economy running hot and inflation risks prompting potential tightening.

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