3月9日，油价飙升加上日元贬值，提高了日本滑向滞胀的风险，这将促使政府加大财政支出，同时使日本央行正常化其政策设定的任务复杂化。“这对日本来说是双重打击，”明治大学研究机构首席经济学家Yuichi Kodama表示，“在日元疲软的同时油价飙升，将对日本经济造成沉重压力。毫无疑问，滞胀风险正在上升。”
Kodama强调，这完全取决于油价高企能持续多久。他说，如果油价持续飙升，日本首相高市早苗肯定需要考虑出台一项新的经济计划。支出进一步增加可能再次引发投资者对日本长期财政状况的担忧，这种担忧曾在1月引发债券市场的大幅抛售。Kodama预计，当前的经济和市场环境将促使日本央行暂时不加息，因为官员们需要评估伊朗冲突的潜在重大影响。
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