Core Goods Prices Post Largest Jump Since September 2025

Bitcoin

This exposes the vulnerability of emerging markets to oil-driven inflation, which could trigger capital repatriation from crypto to cover energy imports. It also signals that the Middle East conflict's second-order effects are now impacting non-commodity sectors, contradicting the ' contained conflict' narrative dominating crypto discourse. This may force the Fed to maintain higher rates longer if energy costs reignite core inflation.

Companies in Southeast Asia are warning about rising energy costs and weakening consumer demand due to the Middle East conflict.