Episode
#73 Central banks on edge: when war rewrites the rate outlook
- Published
- Mar 17, 2026
- Duration seconds
- 790
- Processing state
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Summary
Just as central banks looked set on a path to easier policy, geopolitics has thrown a wrench into the plan. With conflict in the Middle East driving energy prices higher and clouding the inflation outlook, Jason Borbora-Sheen explains why rate cuts are being repriced, why different central banks will respond differently, and why, despite all the noise, markets have remained surprisingly resilient. Hosted on Acast. See acast.com/privacy for more information.