Begyűrűzik az iráni válság: ismét dörömbölhet az infláció

from Portfolio Checklist · host Portfolio

Az iráni konfliktus magyar gazdaságra gyakorolt hatásairól volt szó. Mennyire szállhat el az infláció, milyen mértékben kell újrakalibrálni a kamatpálya-terveket és hogyan alakulhat a költségvetés helyzete ezekben a teljesen kiszámíthatatlan időkben? A témáról Virovácz Pétert, az ING Bank vezetője elemzőjét kérdeztük.A műsor második felében a kakaóbabpiaccal foglalkoztunk, ahol a világpiaci ár a történelmi csúcsok után az utóbbi időben konszolidálódott. Szakértőnk, Intődy Gábor, a Magyar Édességgyártók Szövetségének főtitkárának segítségével megnéztük, hogy minek tudható be ez a szélsőséges volatilitás, és hogy a fogyasztók miért nem érzékelnek lényegében semmit abból, ha az árak éppen esésben vannak. Hasonló témákat ölel fel a Portfolio Agrofood 2026 konferencia, amelyre elindult a regisztráció. Főbb részek: Intro − (00:00) Hormuz árnyékában: jöhet az újabb inflációs sokk? − (01:44) Ezért drága a csokinyuszi (és az is marad) − (16:49) Kép forrása: EyesWideOpen/Getty ImagesSee omnystudio.com/listener for privacy information.

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