Season 2 · Episode 31
Beyond the Headlines: Oil, Inflation and Market Risk
Powering Sustainable Ideas · RBC Capital Markets
March 17, 202624m 4s
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Show Notes
As geopolitical tensions in the Middle East raise the prospect of a more prolonged energy shock, how should investors think about the implications for inflation, consumer behavior, and markets? Global Head of Commodity Strategy Helima Croft, Chief Economist Frances Donald, and Head of U.S. Equity Strategy Lori Calvasina discuss what a disruption in oil supply could mean for the macro outlook — and why the longer‑term picture may be more resilient than headlines suggest.