이 에피소드에 관해
Nora Szentivanyi is joined by Raphael Brun-Aguerre, Michael Hanson and Allan Monks to discuss global inflation developments heading into the Iran conflict; the first-order impact of higher oil prices on headline CPI inflation; the likelihood and magnitude of second-order effects on core inflation and inflation expectations; and how central banks are likely to react to the shock.
This podcast was recorded on March 12, 2026.
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https://www.jpmm.com/research/content/GPS-5216250-0
https://www.jpmm.com/research/content/GPS-5232201-0
https://www.jpmm.com/research/content/GPS-5222819-0
https://www.jpmm.com/research/content/GPS-5222602-0
https://www.jpmm.com/research/content/GPS-5223806-0
https://www.jpmm.com/research/content/GPS-5229672-0
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