Implications of the Iran war for U.S. inflation

Lutz Kilian, Michael Plante, Alexander Richter and Xiaoqing Zhou
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Lutz Kilian: https://www.dallasfed.org/research/economists/kilian

Dallas Fed Economics from Federal Reserve Bank of Dallas

Abstract: Recent research quantifies the impact of 2026 Iran war on U.S. inflation and household inflation expectations under a range of scenarios. Under a plausible scenario, 2026 fourth-quarter-over-fourth quarter headline personal consumption expenditures inflation would increase by 0.6 percentage points.

Keywords: gasoline; inflation; oil; prices (search for similar items in EconPapers)
Date: 2026-04-17
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Persistent link: https://EconPapers.repec.org/RePEc:fip:d00001:103086

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