From the Middle East to Credit Markets: Christian Stracke on Today’s Uncertainty

PIMCO Accrued Interest · Mar 10, 2026 · 44m

What began as an uncertain year has only grown more unpredictable, with conflict in the Middle East and stress across credit rattling the broader markets. Christian Stracke, PIMCO’s President and Head of APAC and EMEA, joins Accrued Interest to lay out a framework for investing when uncertainty and volatility are features, not the exception. Together, he and host Greg Hall get into the ripple effects that the latest geopolitical shocks could have on oil prices, inflation and global markets—and why there’s “a crisis of confidence” in some, not all, parts of private credit. Shownotes:(4:27) The…