The Fed could struggle if U.S. enters stagflation due to Iran war: Ed Yardeni | Metals Mine

  • The Fed could struggle if U.S. enters stagflation due to Iran war: Ed Yardeni

    From youtube.com/cnbcinternationallive

    Ed Yardeni, President of Yardeni Research, raises concerns about the potential for a stagflationary situation to arise if the Iran war persists, and how the Federal Reserve may then find itself in a policy bind due to its dual mandate.
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fx-napoleon
Mar 27, 2026 1:40am
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Gold continues to prove its strength as the ultimate safe haven. With stagflation risks rising and the Fed stuck between inflation and growth, XAU/USD holding above $2,180 is a bullish signal. Every dip is being bought, and the $2,200 breakout looks inevitable. In times of uncertainty, gold doesn’t just protect—it thrives. Staying long and confident that the market will reward patience.
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ZforexCM
Mar 27, 2026 2:05am
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The US needs a weaker dollar to keep the system running . That balance is starting to crack, and it’s happening faster than expected. The first real pressure is already showing up in the Japanese yen.

There’s also the bigger issue in the background… The petrodollar system. If Iran keeps pushing and Gulf economies take more damage, this structure starts to get shaky. And if that weakens, the dollar’s global dominance doesn’t look as solid as before.

Now think about the next step. If this conflict drags on and we start seeing hits on oil infrastructure like ports or rigs, oil doesn’t just move higher, it spikes. $150, even $200 per barrel starts to come into play.

At that point, we’re not just talking inflation anymore, it becomes a global stagflation story.
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Eldoretfx
Mar 27, 2026 11:22am
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Oh boy , didn't think it'd go this far , just thought a few bombs, a few threats of more bombs and done.
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