The latest escalation in the Middle East is doing more than moving energy prices. It could reshape the 2026 macro story.
In this episode of “What’s Brewing”, Head of Political & Government Affairs Matt Holmes and Chief Market Strategist & Economist Guy Miller unpack:
How higher input costs could change central bank paths
Why this conflict could ripple through inflation, interest rates and global growth
How affordability, migration and security are reshaping politics in the U.S. and Europe
Why Asia seems to take a quieter stance, including China’s long game on supply chains and Taiwan
