Iran hasn’t paid the price

About this episode

Phil Dobbie discusses the ongoing conflict involving Iran and the implications for US markets and trade policies.

Monday 4th May 2026 NAB Markets Research Disclaimer   Financial Services Guide | Information on our services -   NAB It certainly seems likely that the war between Iran and USA/Israel will continue for some time to come with Donald Trump likely to reject Iran’s 17-point peace deal claiming that they haven't paid the price yet for the damage they've done over the decades. Still, as Phil discusses with NAB's Rodrigo Catril US equities continued to climb hitting new highs again on Friday. The US President has also taken aim at Europe claiming that they are not following the terms of the trade agreement and saying that he will impose a 25% tariff on European cars as well as pulling out 5000 troops from Germany. This week a lot of the focus will be on the RBA, and non-farm payrolls from the US on Friday, with a swag of European data in the middle of the week as well. Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Phil Dobbie

Guest: Rodrigo Catril

Topics covered

• Iran conflict
• US equities
• trade agreements
• RBA
• non-farm payrolls
• European data

Keywords

• Iran
• USA
• Israel
• Donald Trump
• US equities
• trade tariffs
• RBA
• non-farm payrolls
• European data

Mentioned in this episode

Places: Iran, USA, Israel, Europe, Germany

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