Markets Weekly podcast (16 March 2026): Market update on the Middle East

As the conflict in the Middle East enters its third week, our latest podcast examines the reaction across equity and bond markets, and the potential scenarios ahead. Julien Lafargue, Chief Market Strategist, is joined by Michel Vernier, Head of Fixed Income Strategy, to discuss the dramatic moves in rates and how the outlook for fixed income markets has shifted, including for private and public credit markets. Meanwhile, Dorothée Deck, Head of Cross Asset Strategy, considers how soaring oil prices have affected equity markets, as well as the potential impact on sectors and regions in a sustained energy shock.