
Inflation or demand destruction?
Monday 30th March 2026NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAs the Middle East conflict enters its fifth week, geopolitical tensions continue to escalate, driving Brent crude back toward $112 a barrel. Phil talks with NAB’s Skye Masters to explore the shifting market narrative as investors weigh the immediate threat of surging inflation against the growing risk of demand destruction. The pair discuss the latest University of Michigan survey, which showed a sharp drop in consumer sentiment alongside rising inflation expectations, and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.