Fundplat > Videos > F/M Investments: Markets «underestimate inflation risks» as the Middle East conflict escalates, and central banks face tough decision

F/M Investments: Markets «underestimate inflation risks» as the Middle East conflict escalates, and central banks face tough decision

Markets may be underestimating the risk of rising inflation as the escalating Middle East conflict disrupts energy prices and global trade, says Alex Morris, founder and chief investment officer at F/M Investments.

Speaking to Trader TV, Morris discusses the market signals suggesting how long the war could last, as well as the potential short- and long-term implications for global markets. He also examines the impact on capital flows, market liquidity, and retail trading activity.

In the episode, Morris shares his views on how trading desks can protect portfolios and the dilemma central banks face as their fight against inflation intensifies.

16.03.2026