Credit and conflict: the stories moving markets

Credit and conflict: the stories moving markets

April 13, 2026 · 15 min

About this episode

The episode discusses how Iran, inflation, and private credit are influencing market movements and their implications for growth and policy.

Markets have been moving quickly. In this week’s Market Matters, Julia Hermann and Sarah Hirsch break down how Iran, inflation, and private credit are driving the macro narrative, and what that means for growth, policy, and portfolios.

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