🌐 GEOPOLITICAL RISK — GOLD ANALYSIS
Bank of France to Raise 2026 Inflation Forecast, Moulin Says
BULLISH GOLD
Impact Score: 4/5
Region: Middle East
Source: Bloomberg
The headline links the Iran war to higher French inflation forecasts, which is a direct macro transmission from Middle East conflict into European price pressures. That supports safe-haven demand and can keep gold bid, especially if it feeds broader inflation expectations and rate-cut delay fears.
Iran war is now hitting inflation expectations in a major eurozone economy; higher inflation can weaken real yields and support gold; war-linked macro spillover makes this more than background geopolitical noise
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