Relative Return Insider: Understanding Middle East tensions and market tremors
In this week’s episode of Relative Return Insider, Professor Robert Brooks of Monash Business School joins the show to unpack the economic and market implications of rising tensions between Israel and Iran.
Against a backdrop of military strikes and disrupted supply chains, Professor Brooks explains how the oil and gas markets have responded, why prices have surged, and the role the Strait of Hormuz could play if tensions intensify.
Tune in to hear:
- Why the crisis has created both short-term supply disruption and long-term risk premium in oil and gas markets.
- How the RBA and other central banks will determine if headline price shocks could spill into core inflation.
- Why financial markets have remained relatively subdued despite the conflict.
AUTHOR
Keith Ford
Recommended for you
In the latest episode of Relative Return Insider, host Keith Ford and AMP chief economist, Dr Shane Oliver, discuss this week’s RBA interest rate decision, a potential government shutdown in the US, and a new property scheme aimed at first home buyers.
In the latest episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the latest Australian CPI data and their impact on future interest rate decisions. If the RBA opts to cut rates again, how will this affect investor and consumer behaviour?
In our new ‘Ahead of the Curve’ series, in partnership with fund manager MFS Investment Management, Money Management will explore all things fixed income.
In our new “Ahead of the Curve” series, in partnership with fund manager MFS Investment Management, Money Management will explore all things fixed income.
