Yannick Lefang, Eng
July 27, 2026
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The economic impact of the U.S.–Iran war is typically measured through oil prices, shipping disruptions, inflation and interest rates. But the first and potentially most consequential transmission channel is how households interpret the shock and change their behaviour.
Consumer sentiment can deteriorate before inflation appears in official statistics, retail …
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El Niño 2027: Why Rising Consumer Confidence May Not Mean Rising Spending
Africa’s supply chains are becoming part of the consumer equation
African consumer confidence rebounds as expectations improve, but current conditions remain weak
