An open and shut case

About this episode

The episode discusses the reopening and subsequent closing of the Hormuz Strait, the geopolitical implications, and market reactions.

Monday 20th April 2026 NAB Markets Research Disclaimer   Financial Services Guide | Information on our services -   NAB There were strong risk-on moves on Friday on the news that the Hormuz Strait had reopened. Since then, Iran has fired on vessels, and the Straits have closed again. But new talks are on the horizon if, as NAB’s Sally Auld puts it, they show up. The ceasefire officially ends Wednesday but markets aren’t pricing for President Trump’s threat to take out all  energy plants and bridges  Sally talks about how central banks are viewing the conflict and looks ahead to today’s CPI for Canada. Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Phil Dobbie

Topics covered

• market analysis
• geopolitical conflict
• central banks
• CPI
• energy markets

Keywords

• Hormuz Strait
• Iran
• Sally Auld
• CPI Canada
• central banks
• energy markets
• geopolitical conflict

Mentioned in this episode

Organizations: NAB, President Trump

Places: Iran, Hormuz Strait, Canada

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