Economists at Mizuho Securities stated that while the conflict in the Middle East has exerted significant upward pressure on oil prices, the majority of the impact on Japan's energy costs is projected to be offset by government subsidies. They noted that the effect on goods, primarily food, will materialize gradually, with price increases in these categories expected to peak between the spring and autumn of 2027, reflecting a lag of four to six quarters. Additionally, they mentioned that crude oil prices are likely to remain elevated in the near term, as ensuring the security of the Strait of Hormuz and achieving full normalization of transit are expected to take time.
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