EPISODE · Mar 2, 2026 · 15 MIN
How long will the fury last?
from NAB Morning Call
Tuesday 3rd March 2026NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPhil and NAB’s Rodrigo Catril discuss the market turmoil following Operation Epic Fury, which has sent oil and gas prices soaring, with European gas prices surging more than 50% following a drone attack on Qatari production facilities. So, is this a short-term spike or a long-term inflationary threat? A massive "about-turn" in bond markets suggests a longer story, hence a shift in central bank rate-cut expectations. With President Trump facing low domestic approval for the move, the key question remains: will this conflict be resolved in weeks, or are we settling into a period of prolonged stagflation? Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Tuesday 3rd March 2026NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPhil and NAB’s Rodrigo Catril discuss the market turmoil following Operation Epic Fury, which has sent oil and gas prices soaring, with European gas prices surging more than 50% following a drone attack on Qatari production facilities. So, is this a short-term spike or a long-term inflationary threat? A massive "about-turn" in bond markets suggests a longer story, hence a shift in central bank rate-cut expectations. With President Trump facing low domestic approval for the move, the key question remains: will this conflict be resolved in weeks, or are we settling into a period of prolonged stagflation? Hosted on Acast. See acast.com/privacy for more information.
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How long will the fury last?
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