See David Roche on NDTV Profit as he warns investors are dangerously complacent — pricing in stable disinflation even as oil threatens to spike to $125 and Iran's regional posture tightens supply further. He says inflation can flare back up far faster than markets expect, and September could be when that complacency gets tested. Watch for his take on what to track: Brent momentum, Middle East developments and policy signals from major economies.
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