Iran is holding firm against US and Israeli strikes - and the market fallout is accelerating. Oil has surged past $106 a barrel, global stocks are sliding and bond yields are rising as inflation fears overtake growth concerns. In this week's edition of the Bassanese Bites Podcast, David unpacks why Iran is digging in, what its surprising resilience means for markets and whether the oil shock will threaten the great rotation seen in equity markets of late. He also looks at whether Australia's firm labour market is enough to push the RBA toward another rate hike sooner than expected. Tune in for a concise, expert wrap of the week’s biggest developments in global markets, the Australian economy, interest rates, inflation, equities and geopolitics – and what they mean for investors.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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