U.S. consumer sentiment has plummeted to a record low and concerns about inflation have intensified amid war with Iran,<a href="https://www.sca.isr.umich.edu/"> data</a> from a University of Michigan survey released Friday showed.

U.S. consumer sentiment hits all-time low

The Consumer Price Index (CPI), which measures changes in the cost of goods and services in the U.S., rose 0.9% in March from the previous month, according to data from the Bureau of Labor Statistics, the first full picture of how the surge in oil prices due to the war in the Middle East has affected consumer inflation, Barron's <a href="https://www.barrons.com/livecoverage/inflation-report-cpi-data-march-fed-rate-cuts/card/march-inflation-data-could-deliver-multiple-headaches-for-the-fed-sT6urlxgWemjTTX0Y9Qp">notes</a>.

U.S. inflation soared to its highest in nearly 2 years. This is the first assessment of the effect of the war

Tecnoglass Inc.

Simulations Plus, Inc.

FGI Industries Ltd.

Beam Global

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: at the intersection of inflation and geopolitics

BlackRock, Inc.

Investor expectations for corporate earnings growth are overstated given inflationary pressures caused by the conflict in the Middle East, says BlackRock. Wall Street is gradually already revising estimates, but so far the consensus view still suggests double-digit earnings growth in the S&amp;P 500.

BlackRock warned against overly optimistic forecasts of corporate earnings growth in the US

The personal consumption expenditures (PCE) index, the Federal Reserve's preferred measure of inflation, rose 2.8% year-on-year in February, the U.S. Bureau of Economic Analysis (BEA) reported. This was in line with the expectations of economists <a href="https://www.reuters.com/business/us-stock-futures-dip-over-shaky-mideast-truce-inflation-focus-2026-04-09/">polled by</a> Reuters: they had forecast a continuation of the annualized rate compared to what it was in <a href="https://oninvest.com/article/lubimyj-pokazatel-inflacii-frs-vyros-samymi-bystrymi-tempami-za-pocti-dva-goda">January</a>.

The Fed's favorite measure of inflation slowed a bit before the war. How will rates change

JPMorgan Chase & Co.

War in the Middle East could lead to a larger increase in U.S. interest rates than the market expects, JPMorgan Chase CEO Jamie Dimon <a href="https://www.jpmorganchase.com/ir/annual-report/2025/ar-ceo-letters">said</a> in his annual letter to shareholders on April 6. He estimates that a war with Iran could trigger oil and commodity price shocks and reshape global supply chains, which in turn would keep inflation elevated.

'Risk of lasting shocks': Dimon warned of war's impact on US economy

Delta Air Lines, Inc.

Levi Strauss & Co.

Constellation Brands, Inc.

This week will see the release of the first U.S. inflation data, reflecting the impact of the war in Iran. Price statistics for March will also be released by China and Germany, the largest economy in the eurozone.

US and Chinese inflation, Delta Air earnings: what investors need to know this week

Consumer prices in the euro zone increased by 2.5% year-on-year in March, up from February's 1.9%, according to preliminary <a href="https://ec.europa.eu/eurostat/en/web/products-euro-indicators/w/2-31032026-ap">data </a>from Eurostat. This is the highest level since January 2025, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-31/euro-zone-inflation-jumps-most-since-2022-as-war-drives-energy?srnd=homepage-europe&amp;embedded-checkout=true">calculated</a>.

Eurozone inflation shows sharpest jump since 2022

NIKE, Inc.

Investors' attention during this shortened trading week due to the Easter holidays will be attracted primarily by the latest data on employment in the U.S. and inflation in the euro zone: they will give an idea of the impact of the war in Iran and the jump in energy prices on the largest Western economies, <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-jobs-eurozone-inflation-data-could-reveal-middle-east-war-impact-007b3494?mod=central-banking_news_article_pos5#:~:text=U.S.%20jobs%20data%20and%20eurozone%20provisional%20inflation%20figures%20for%20March%20will%20attract%20attention%20in%20the%20coming%20week%20as%20data%20begins%20to%20give%20a%20picture%20of%20how%20the%20war%20in%20the%20Middle%20East%2C%20and%20particularly%20the%20surge%20in%20energy%20prices%2C%20has%20affected%20economies.">writes</a> The Wall Street Journal.

US employment, European prices and Nike report: what investors need to know this week

The Estee Lauder Companies Inc.

Puig Brands SA

Ferrari N.V.

Rising oil prices, according to analysts' estimates, have raised the risk of recession in the US to 40% and could push inflation in the country to 5%. Automakers are recording supply disruptions and a slump in demand in the Middle East: Ferrari has started delivering supercars by airplanes, and the luxury sector has already lost $100 billion of capitalization. Against this background, OpenAI is preparing for an IPO, disclosing the risks of dependence on Microsoft, chip shortages and litigation, while Elon Musk's SpaceX may conduct the largest placement in history with a valuation of up to $1.75 trillion. The main events from March 23 to 27 - in our review.

Highlights of the week: US recession risks, SpaceX ambitions, war hits the luxury market

These are the conclusions reached by the Organization for Economic Cooperation and Development

War will trigger the biggest inflation spike in the U.S. among the G7 countries

Analysts predict a slowdown in U.S. GDP and a rise in inflation

Inflation