Global Inflation Fears Soar Ripple Effect — April 1, 2026
President Trump announced the war in Iran “will be over in 2-3 three weeks, maybe a few days more.” With a massive sigh of relief, all three major indexes rallied on the stock market.
The rally may have also been fueled by end-of-month/end-of-quarter repositioning for institutional investors. It could have been a “dead cat bounce”… or a premature April Fool’s prank.
Regardless, the rally was not enough to erase bear market fears. Risks are rising, not falling, as seen by soaring global inflation forecasts:  Global inflation expectations are now up to 3.6%, slightly exceeding the 3.5% peak
during last year’s tariff tantrum. (Source: Bloomberg) Fear of inflation is not inflation, of course.
But the prospect does create a challenge for central banks setting interest policy around the world. Do they raise interest rates to curb inflation? Or lower interest rates to help stimulate the nascent AI economy amid high energy prices?
For now, banks are doing what their models suggest: waiting for data.
The longer the market waits for a cessation to the hot war, the more energy prices are going to spook forecasters and spawn a new cacophony of headlines about the global economy going into recession.
Time’s a tickin’.
~ Addison | Three days into his term, Trump signed a sweeping executive order to “reboot” the dollar. Now his plan is finally coming to fruition. And his old friend, Elon Musk, is leading the charge. Within weeks, America could have a new currency and life as we know it will never be the same. Click here for the full story. | P.S. Grey Swan Live! returns this week with Ian King, this Thursday at 2 p.m. ET.
Coinbase’s Chief Legal Officer, Paul Grewal, was on a press tour this morning, suggesting there will be a deal struck in the ongoing battle over rewards and regulation as the Clarity Act makes its way through the Senate Banking Committee.
While financial markets have been roiling in response to the missiles and drones flying about near the Strait of Hormuz, the crypto markets have been moving through the arduous legislation process that promises clarity for traders and end users of digital assets.
Our buddy Ian joins us again on Grey Swan Live! to help us sort the wheat from the chaff.  Ian’s been out front on the crypto revolution for a decade. Tomorrow, we’ll cover everything from tokenization to Defi and get an update on all of our “Dollar 2.0” ideas while lawmakers allow tech to modernize the U.S. dollar and financial system.
This is easily one of the most disruptive trends in the global financial market history.
Which means, it’s prime Grey Swan event territory! You don’t want to miss tomorrow’s chat with Ian King.
How did we get here? Find out in these riveting reads: Demise of the Dollar, Financial Reckoning Day, and Empire of Debt — all three books are now available in their third post-pandemic editions. You might enjoy one or all three. 
(Or… simply pre-order Empire of Debt: We Came, We Saw, We Borrowed, now available at Amazon and Barnes & Noble or if you prefer one of these sites: Bookshop.org, Books-A-Million or Target.)
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