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Zuhannak a tőzsdék, kilőtt az olajár – Mekkora hatása lehet a háborúnak?

EPISODE · Mar 2, 2026 · 36 MIN

Zuhannak a tőzsdék, kilőtt az olajár – Mekkora hatása lehet a háborúnak?

from Portfolio Checklist · host Portfolio

Egy témát dolgoztunk fel: a hétvégén kirobbant iráni háború gazdasági, és tőkepiaci hatásait. Melyek azok a makrogazdasági hatások, amik már most látszanak? Milyen drágulás jöhet a magyar kutakon és mikor? Kik a legnagyobb vesztesei és nyertesei a helyzetnek a nemzetközi tőkepiacokon? Többek között ezekre a kérdésekre is igyekeztünk válaszokat adni. Madár Istvánnal, a Portfolio vezető makrogazdasági elemzőjével és Nagy Viktorral, a Portfolio vezető részvényelemzőjével Vidovszky Áron, a Portfolio Investment Services vezetője beszélgetett. Főbb részek: Intro – (00:00) Iráni háború – (01:23) Makronaptár – (33:54) Kép forrása: Getty ImagesSee omnystudio.com/listener for privacy information.

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Zuhannak a tőzsdék, kilőtt az olajár – Mekkora hatása lehet a háborúnak?

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