Bassanese Bites: The Podcast

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Markets pushed higher last week on optimism around a temporary ceasefire, but the Iran conflict has quickly shifted back into uncertain territory. With peace talks failing and the US now threatening to impose a naval blockade in the Strait of Hormuz, risks to global energy supply and geopolitical stability are back in sharp focus. In this week’s Bassanese Bites Podcast, David Bassanese unpacks the escalating brinkmanship in the Middle East, the feasibility of US enforcement in the Strait, and why markets are still holding out hope that rhetoric won’t fully translate into action. He also explores the implications for oil prices, global growth and inflation, alongside the resilience in recent market moves and what the latest Australian data could mean for the RBA’s next decision.

Markets remain uneasy as Iran tensions keep oil supply risks front and centre. With talks only just starting and existing supply buffers starting to fade, the next move in this conflict will be critical.

Oil shocks, geopolitics and central bank moves collide as the Iran conflict rattles global markets and raises the odds of another RBA rate hike.

Markets were already finely balanced — then the US and Israel launched strikes on Iran. In this special edition of Bassanese Bites, we look at the early market fallout from the strike and the flashpoints investors may need to watch out for this week.

For years, Betashares Chief Economist David Bassanese has been providing an unmissable weekly roundup of the macroeconomic and geopolitical stories that matter most to Australian investors as well as an insightful look at the week ahead. Now, you can join David and his analysis every week in podcast form. Subscribe wherever you get your podcasts. This program is brought you to by Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181). The content is general in nature and does not constitute financial advice. You should consider which information is appropriate for you and seek professional advice before making an investment decision.

For years, Betashares Chief Economist David Bassanese has been providing an unmissable weekly roundup of the macroeconomic and geopolitical stories that matter most to Australian investors as well as an insightful look at the week ahead. Now, you can join David and his analysis every week in podcast form. Subscribe wherever you get your podcasts. This program is brought you to by Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181). The content is general in nature and does not constitute financial advice. You should consider which information is appropriate for you and seek professional advice before making an investment decision.

For years, Betashares Chief Economist David Bassanese has been providing an unmissable weekly roundup of the macroeconomic and geopolitical stories that matter most to Australian investors as well as an insightful look at the week ahead. Now, you can join David and his analysis every week in podcast form. Subscribe wherever you get your podcasts.

For years, Betashares Chief Economist David Bassanese has been providing an unmissable weekly roundup of the macroeconomic and geopolitical stories that matter most to Australian investors as well as an insightful look at the week ahead. Now, you can join David and his analysis every week in podcast form. Subscribe wherever you get your podcasts.

For years, Betashares Chief Economist David Bassanese has been providing an unmissable weekly roundup of the macroeconomic and geopolitical stories that matter most to Australian investors as well as an insightful look at the week ahead. Now, you can join David and his analysis every week in podcast form. Subscribe wherever you get your podcasts.