Relative Return Insider: US–Iran conflict, oil shock risks and Aussie impact

About this episode

Keith Ford and Shane Oliver discuss the implications of the US–Israel–Iran conflict on oil markets and inflation.

In this episode of Relative Return Insider, Keith Ford and AMP chief economist Shane Oliver unpack the rapidly evolving US–Israel–Iran conflict and its implications for oil markets, inflation and investors. Shane explains why Middle East conflicts matter mainly through their impact on oil supply, highlighting Iran's role as a significant producer and the critical importance of the Strait of Hormuz, and how disruptions there could translate into higher global oil prices. Tune in to hear: Whether higher fuel costs as the war continues will push up inflation. How the base case for the RBA has changed for its March meeting and beyond. If there is any rhyme or reason for the bitcoin rebound over the last week.

People in this episode

Host: Keith Ford

Guest: Shane Oliver

Topics covered

• US-Iran conflict
• oil markets
• inflation
• investing
• Middle East conflicts
• oil supply
• bitcoin rebound

Keywords

• oil prices
• inflation
• Middle East
• RBA
• bitcoin
• fuel costs
• investors

Mentioned in this episode

Organizations: RBA

Places: US, Iran, Israel, Strait of Hormuz

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