More energy market shocks, and the knock-on for FX

This week, Eimear Daly (Emerging Markets Macro Strategist) is joined by Co-Heads of G10 FX Brian Daingerfield and Paul Robson to talk about the ongoing situation in the Middle East. They explore how threats to energy infrastructure might affect central bank policies, even if interest rates are still on hold in major economies. They also delve into what the crisis means for emerging markets. This episode was recorded on 19 March 2026.For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html