What the Iran War Means for Interest Rates, Inflation and Stocks

What the Iran War Means for Interest Rates, Inflation and Stocks

From The Bloomberg Australia Podcast by Bloomberg

March 4, 2026 · 14 min

About this episode

The episode discusses the impact of the Iran War on interest rates, inflation, and stock markets, particularly focusing on Australian investors.

Oil prices are surging as the escalating conflict involving Iran rattles global markets, sending investors scrambling to assess the fallout. While US stocks have been relatively steady, crude’s jump is sharpening concerns about inflation and what it means for interest rates worldwide. In this episode of the Bloomberg Australia Podcast, Rebecca Jones talks to markets reporter Richard Henderson about how the turmoil is flowing through to the ASX, petrol prices and Reserve Bank policy. From energy producers and airlines to haven trades and AI giants, we unpack the winners, losers and the key risks Australian investors should be watching. See omnystudio.com/listener for privacy information.

People in this episode

Host: Rebecca Jones

Guest: Richard Henderson

Topics covered

  • interest rates
  • inflation
  • stocks
  • oil prices
  • global markets
  • Australian investors

Keywords

  • Iran War
  • interest rates
  • inflation
  • oil prices
  • ASX
  • global markets
  • investors

Mentioned in this episode

Organizations: Bloomberg

Places: Iran, ASX, Australia

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