Week of 23 March 2026
Weekly markets 23 03 2026
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Three weeks into the Iran conflict, inflation is creeping back into the conversation in a serious way. We break down how much oil prices could add to headline inflation, why central banks are haunted by their 2022 mistakes, and what Goldman Sachs' recession probability says about where the economy might land. We also highlight a quieter but worrying trend: high-earning Americans are increasingly turning to credit counselling, with serious delinquencies in auto loans and credit cards near post-2008 highs. And Wall Street is watching Japan's SMFG, which is reportedly eyeing a full takeover of Jefferies in a deal that could redraw the map of global investment banking.
