Economic activity thus faces an outlook with higher energy prices, higher interest rates and higher inflation. At the same time, financial conditions as a whole are less restrictive than they might appear, thanks to the counterbalance provided by the strong performance of stock markets so far this year and the relative stability of exchange rates, while the AI-related investment boom is helping to offset the burden of the conflict in the Middle East. The conflict in the Middle East and the disruptions it is causing continue to set the pace for the global economy.
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