Iran market update: Investor jitters persist as oil supply risks build

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Recorded29 Mar 2026

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Handlerec:17499335

Show notes

The Iran conflict remains front and centre, with fragile talks doing little to ease concerns over oil supply through the Strait of Hormuz. While some shipments are still flowing, the buffer from earlier supply may soon run out. In this week’s Bassanese Bites Podcast, David Bassanese explains why markets are stuck in a holding pattern, the risk of escalation in energy infrastructure, and how a renewed oil spike could shift the global outlook. He also unpacks mixed inflation signals and what they mean for the RBA ahead of the crucial March quarter CPI report — with another rate hike still firmly on the table.

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