Beyond the Headlines: Oil, Inflation and Market Risk

About this episode

The episode discusses the implications of oil supply disruptions on inflation and market behavior amidst geopolitical tensions in the Middle East.

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.

People in this episode

Guests: Helima Croft, Frances Donald, Lori Calvasina

Topics covered

• oil supply
• inflation
• market risk
• geopolitical tensions
• consumer behavior
• macro outlook

Keywords

• oil
• inflation
• market risk
• geopolitical tensions
• energy shock
• consumer behavior
• macro outlook

Mentioned in this episode

Organizations: RBC Capital Markets

Places: Middle East

More episodes of Powering Sustainable Ideas

• Developing a made-in-Canada Sustainable Finance Taxonomy · June 2, 2026 · 25 min
• The challenger turning DAC’s water problem on its head · April 17, 2026 · 17 min
• How sustainable finance is evolving to reflect new global realities · March 4, 2026 · 18 min
• Every Electron Counts: Opportunities in an Energy-Hungry Future · February 24, 2026 · 10 min
• How linking itself to 3 global megatrends paid off for IMI · February 10, 2026 · 6 min
• Mainstream buyers reshape the carbon removal market · January 27, 2026 · 42 min