De-escalation? Perhaps.
NAB's Taylor Nugent talks through the uncertainty driving markets right now,
NAB Morning Call · NAB - The Morning Call
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Show Notes
Thursday 26th March 2026
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The path to de-escalation in the Middle East remains stalled as Tehran rejects the latest US peace proposal, issuing counter-demands that include sovereignty over the Strait of Hormuz and war reparations. Phil talks with NAB’s Taylor Nugent on the market’s reaction to this diplomatic deadlock, noting that while oil prices saw a temporary dip, the prospect of a protracted war continues to drive bond yields higher. There were hawkish tone from ECB President Christine Lagarde, who warned that the central bank "will not be paralyzed by hesitation" in responding to inflationary shocks. Domestically, the focus is on the latest Australian CPI data for February, which showed headline inflation easing slightly to 3.7% and trimmed mean inflation holding steady at 3.3%. These numbers will likely be eclipsed by the massive surge in fuel prices expected to hit the March print.
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