EPISODE · Mar 24, 2026 · 12 MIN
Troops. Attacks. And Oil Back on the Rise.
from NAB Morning Call
Wednesday 25th March 2026NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABGeopolitical tensions in the Middle East enter a dangerous new phase as the US deploys 3,000 troops and Iran launches fresh attacks across the region, sending Brent crude climbing toward $104 a barrel. Phil talks with NAB’s Skye Masters to explore how central banks are moving away from "looking through" temporary shocks toward bracing for the secondary, inflationary impacts of a protracted war. They analyze the sharp rise in bond yields and the sobering reality reflected in the latest global PMI data, which shows surging input prices and weakening consumer confidence in Europe and the US. The discussion also covers Australia’s upcoming CPI data and the finalization of the Australia-EU trade deal, somewhat overshadowed by the escalating conflict. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Wednesday 25th March 2026NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABGeopolitical tensions in the Middle East enter a dangerous new phase as the US deploys 3,000 troops and Iran launches fresh attacks across the region, sending Brent crude climbing toward $104 a barrel. Phil talks with NAB’s Skye Masters to explore how central banks are moving away from "looking through" temporary shocks toward bracing for the secondary, inflationary impacts of a protracted war. They analyze the sharp rise in bond yields and the sobering reality reflected in the latest global PMI data, which shows surging input prices and weakening consumer confidence in Europe and the US. The discussion also covers Australia’s upcoming CPI data and the finalization of the Australia-EU trade deal, somewhat overshadowed by the escalating conflict. Hosted on Acast. See acast.com/privacy for more information.
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Troops. Attacks. And Oil Back on the Rise.
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