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Economic··Severity 7

India Inflation Risks Mount on Renewed US-Iran Tensions, El Nino

India’s stronger-than-expected inflation reading for June has left policymakers facing a more uncertain outlook, with renewed tensions around the Strait of Hormuz threatening to push up oil prices and a developing El Niño raising the risk of higher food costs.

Scenario chain

Probabilities below are model estimates based on the event chain, horizon, and indicators. They are not outcome guarantees, investment advice, or emergency instructions.

A

Эскалация

44%

Forecast derived from cascade analysis. Watch confirmation indicators below.

Primary source: Bloomberg Markets

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