Markets Edition: The Middle East Conflict – Stagflation Risk

Markets Edition: The Middle East Conflict – Stagflation Risk

From Research @ Citi by Citi

March 31, 2026 · 10 min

About this episode

Beata Manthey and David Groman discuss the impact of the Middle East conflict on equity markets and potential investment scenarios.

Beata Manthey, Citi's Head of European Equity Strategy, is joined by Senior Equity Strategist David Groman to discuss the Middle East conflict, explore how it's shifted the equity-markets landscape, and map out scenarios that investors should be thinking about. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc. Member…

People in this episode

Host: Beata Manthey

Guest: David Groman

Topics covered

  • Middle East conflict
  • equity markets
  • stagflation risk
  • investment scenarios
  • economic analysis

Keywords

  • Middle East conflict
  • equity strategy
  • stagflation
  • investment advice
  • economic outlook

Mentioned in this episode

Organizations: Citi

Places: Middle East

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