---
title: "Supply-side price pressures from war-driven oil price rises and tariffs are prolonging inflation… — 하나 Global ETF — DecisionGateway"
description: "commitment by 하나 Global ETF, recorded recently — verbatim quote and source citation."
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commitment

# **Supply-side price pressures from war-driven oil price rises and tariffs are prolonging inflation and acting as a factor pushing interest rates higher.**

A commitment by [**하나 Global ETF**](https://dgw.tmarket.io/actors/01a1ceab-9230-76bd-9c73-dd32f37d6cd9). Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *전쟁에 따른 유가 상승과 관세 등 공급 측면에서 발생한 물가 압력이 인플레이션을 장기화시키고 금리 상승 요인으로 작용*

hanaresearchPublished 2026-11-09 [ Read source](https://t.me/hanaresearch/20920)

[**하나 Global ETF dossier **](https://dgw.tmarket.io/actors/01a1ceab-9230-76bd-9c73-dd32f37d6cd9)

## **Related claims**

[**Tariffs, supply chain reorganization, security investment and continued AI infrastructure investment may limit the downside for inflation and long-term interest rates, and defense, infrastructure and AI infrastructure financing together increase long-duration supply of government bonds, corporate bonds and project finance.**하나 자산배분/해외크레딧 이영주 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-8129-7f5a-8b4a-46ba54848ab1) [**Participants linked the inflation mainly to the effects of a temporary reduction in production in certain sectors; higher fuel prices raised companies' costs and inflation expectations and affected prices of a wide range of goods and services.**Участники обсуждения · statement](https://dgw.tmarket.io/claims/01a1d10a-eb0a-7ea1-9f14-50ac5121bf09) [**Volatility in food and energy resource prices on world markets is intensifying inflation risks.**Markaziy bank · statement](https://dgw.tmarket.io/claims/01a1c8c4-2b62-7041-b9a8-d030ce11464b) [**High domestic demand continues to sustain inflationary pressure.**Markaziy bank · statement](https://dgw.tmarket.io/claims/01a1c8c4-2b30-79ef-90e3-9dd97388d877) [**Чрезмерный рост спроса может ускорить инфляцию.**Эльвира Набиуллина · prediction](https://dgw.tmarket.io/claims/01a1bff7-ec64-700f-af27-e76f94afaf78) [**The price level is elevated, affected by the strong rebound in energy.**analisisbankinter · statement](https://dgw.tmarket.io/claims/01a1cc1c-7b2d-7b8a-8d7c-ab47975b82b7)

## **More claims by 하나 Global ETF**

[**Expectations for green policies are likely to re-emerge after the midterm elections.**prediction](https://dgw.tmarket.io/claims/01a1ceab-93f4-772c-9a7f-813d39485032) [**The strategy is to gradually re-expand exposure to the AI value chain, including semiconductors, while confirming easing funding anxiety and improving corporate profitability.**commitment](https://dgw.tmarket.io/claims/01a1ceab-93c6-7e81-901b-a109f02cfea9) [**Attention is on big tech and hyperscalers that generate stable cash from existing businesses and whose cash flow burden eases as investment pace is adjusted.**prediction](https://dgw.tmarket.io/claims/01a1ceab-9387-7289-a70e-ad5de70cbf09) [**Until early in the year, market scrutiny of AI companies' funding conditions and profitability will continue, favoring companies with solid cash generation and fundamentals.**prediction](https://dgw.tmarket.io/claims/01a1ceab-934c-7679-b11c-21db10e1d286) [**Because AI investment has become a major growth driver of the US economy, a slowdown in investment pace and worsening funding conditions are also a burden on the broader economy.**prediction](https://dgw.tmarket.io/claims/01a1ceab-9304-7d4c-b36d-5b3004938ae4)

[All claims by 하나 Global ETF](https://dgw.tmarket.io/claims?claimant_id=01a1ceab-9230-76bd-9c73-dd32f37d6cd9)

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