瑞穗证券的经济学家表示，虽然中东冲突引发的油价强劲上行压力很大，但其对日本能源成本的大部分影响预计将被政府补贴所抵消。他们说，与此同时，对商品（主要是食品）的影响将逐步显现，这些类别的价格涨幅预计将在2027年春季至秋季之间见顶，滞后期为四到六个季度。他们补充说，由于预计霍尔木兹海峡的安全得到保障以及通行完全正常化需要时间，原油价格暂时可能保持高位。

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