David Roche on NDTV Profit: Markets Ignoring Inflation, War & Reality? | David Roche Warns Of A Dangerous Bubble
David Roche delivers a stark warning on the global economy, oil markets, and the growing disconnect between financial markets and economic reality. With crude oil already trading around $107 per barrel in physical markets, Roche warns that the real impact on consumers has yet to be felt. From grocery prices and transportation costs to inflation and interest rates, he argues that the consequences of a prolonged Gulf crisis could be severe. Roche also highlights the growing divergence between booming technology stocks and worsening geopolitical risks. As investors continue to pour money into AI and tech companies, he questions whether markets are ignoring inflation, oil shocks, and slowing economic fundamentals. NDTV Profit