# #73 Central banks on edge: when war rewrites the rate outlook

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Text version: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/73-central-banks-on-edge-when-war-rewrites-the-rate-outlook.md
Podcast: [The Investment Perspective, with Ninety One](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967)
Published: 2026-03-17T08:05:33+00:00
Episode link: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/73
Audio file: https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69b8e63cb5ba12a227b56b90/media.mp3
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Duration seconds: 790

## Resource

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.

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## Transcript

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