Opinion

US-Iran Conflict and Macroeconomic Impact

The ongoing US–Israel military campaign against Iran, which began on 28 February, and the resulting disruption to maritime flows through the Strait...

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Macroeconomic: Likely Implications of US-Israel Strike on Iran for Nigeria -Afrinvest

Background The global economy woke on Saturday, 28 February 2026, to reports of a joint military operation by United States and Israeli...

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January Disinflation Boosts Case for MPC Rate Cut

This week, we spotlight the recently published Q3:2025 capital importation data and the January 2026 CPI report, alongside our outlook for the...

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MPC to Lower Rate by 50bps at February Meeting

The Monetary Policy Committee (MPC) of the Central Bank of Nigeria is scheduled to hold its first meeting of the year on...

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CPI: Broad Price Momentum to Remain Contained in the Near Term

The National Bureau of Statistics reported a moderation in headline inflation to 15.10% y/y in January (December: 15.15% y/y), contrary to general...

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Domestic Macroeconomy: December 2025 Inflation Prints at 15.2% Post Statistical Adjustments

This week, we spotlight the December 2025 Consumer Price Index (CPI) report released by the NBS, with a focus on the updated...

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Macroeconomic Review and 2026 Outlook

Disinflation remained evident across major economies in 2025, reflecting the lingering impact of sustained monetary tightening. This improvement occurred even as global...