Bassanese Bites: The Podcast

The Iran conflict has entered a critical phase, with a US ultimatum on the Strait of Hormuz raising the risk of a major escalation in global energy markets. Oil prices are surging, equities are under pressure and investors are bracing for a potential spike in inflation if tensions worsen.

In this week’s Bassanese Bites Podcast, David Bassanese breaks down the growing risk of a Middle East “mutually assured destruction” scenario, what attacks on energy infrastructure could mean for oil and global markets, and why hopes of a quick de-escalation may be fading.

He also unpacks the latest Fed meeting, the pause in the global equity rotation, and Australia’s surprise RBA rate hike — including why another increase may still be on the table despite rising geopolitical risks.

Tune in for a concise, expert wrap of the week’s key developments in global markets, oil, central banks, the Australian economy and interest rates — and what they mean for investors.

Global markets remained under pressure last week as the Iran conflict escalated, pushing oil prices higher and disrupting supply through the Strait of Hormuz. With equities falling and bond yields rising, investors are watching closely to see whether the US or Iran backs down – and what that means for inflation and markets.

In this week’s Bassanese Bites Podcast, David Bassanese unpacks the market impact of the oil shock, the risks if Middle East energy infrastructure becomes a target, and whether the hoped-for 'TACO' moment from US President Donald Trump could bring a quick resolution.

He also examines the US Federal Reserve meeting, the ongoing rotation in global equity markets, and why recent RBA commentary has markets expecting a rate hike this week despite the uncertain global outlook.

Tune in for a concise expert wrap of the week’s key developments in global markets, oil prices, central banks, the Australian economy and interest rates – and what they mean for investors.

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.

Markets were already finely balanced - then breaking news from the Middle East brought geopolitical risk right back to the forefront of investors' minds.

In a special market update edition of Bassanese Bites, we unpack the fast-moving situation in the Middle East and what it could mean for asset classes, central banks and investors. We also explore:

• How commodity prices have reacted in early Australian trade

• Whether the Iran stoush will have a prolonged impact on stocks, bonds and currencies

• What it means for investors in the short-to-medium term.

US stocks bounced last week amid calmer-than-expected AI disruption fears, while the US Supreme Court finally delivered its landmark ruling on President Trump’s tariffs. Australian shares climbed on strong labour market data, led by technology and small caps. On this week’s Bassanese Bites Podcast, David explores the tariff fallout may shape markets in the coming weeks. He'll also explore what the latest US and Australian data mean for interest rates and inflation.

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.

US stocks continue to slip as AI adoption concerns began to spread to other sectors beyond the tech/software space. Meanwhile, Australian markets rebounded last week as investors digested the fallout from the RBA's first hike in two years. On this week’s Bassanese Bites Podcast, David discusses which sectors are now in the spotlight, what the latest US and Australian data really means and how the global equity rotation is reshaping who wins, who loses, and where investors are heading next.

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.

Global markets nervously edged higher last week, supported by resilient corporate earnings and improving economic data, even as rising US-Iran tensions and growing concerns around the AI-driven tech boom kept investors on edge - so much so that Forbes has created a new term: the 'SaaSpocalypse'.

This week, David breaks down the key signals investors should be watching - including the delayed US payrolls report, the latest inflation data, escalating geopolitical risk and whether Australia’s hotter inflation outlook will prompt the RBA to deliver another rate hike as soon as May.

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.

Global markets edged higher last week after a largely neutral Fed meeting, even as volatility picked up across currencies and commodities amid US dollar jitters and rising geopolitical risks. 

This week, David breaks down the key signals investors should be watching: including the US payrolls report, increased rhetoric around Iran and whether a hot Australian CPI print will cause the RBA to deliver its first rate hike in two years.

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.