About this episode

The episode examines the geopolitical and market ramifications of the Middle East conflict with insights from various experts.

Welcome to JPMorganChase Global Research’s new In Focus podcast, where we explore timely, thematic topics with insights from across Global Research. In today’s episode, we bring together cross-asset perspectives to examine the geopolitical and market ramifications of the Middle East conflict. We start with the commodity impact—including oil and gold—then discuss implications for global growth and inflation, the outlook for risk assets, and the broader FX landscape. Speakers: Natasha Kaneva, Head of Global Commodities Strategy Nora Szentivanyi, Senior Global Economist Fabio Bassi, Head of Cross Asset Strategy Meera Chandan, Co-Head of FX Strategy Samantha Azzarello, Head of Content Strategy This episode was recorded on March 31st and April 1st, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5237997-0, https://www.jpmm.com/research/content/GPS-5245032-0, https://www.jpmm.com/research/content/GPS-5238010-0, https://www.jpmm.com/research/content/GPS-5239048-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan…

People in this episode

Guests: Natasha Kaneva, Nora Szentivanyi, Fabio Bassi, Meera Chandan, Samantha Azzarello

Topics covered

• Middle East conflict
• geopolitical ramifications
• market implications
• commodity impact
• global growth
• inflation
• risk assets
• FX landscape

Keywords

• oil
• gold
• cross-asset perspectives
• JPMorganChase Global Research

Mentioned in this episode

Products: oil, gold

Books & works: In Focus: Middle East Conflict, In Focus

Places: Middle East

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