EPISODE · Mar 22, 2026 · 16 MIN
D-day for Hormuz
from NAB Morning Call
Monday 23rd March 2026NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABGeopolitical tensions have reached a boiling point as a high-stakes deadline looms for Iran to fully open the Strait of Hormuz or face the "obliteration" of its power plants by the US. Phil talks with NAB’s Rodrigo Catril to analyse a volatile Friday session where markets—already reeling from earlier energy infrastructure attacks—saw Brent crude surge past $112 a barrel and bond yields spike globally. Crucially, these major moves occurred ahead of the weekend's direct ultimatum, meaning investors have yet to fully price in the prospect of a significant escalation. Australian CPI is out this week, along with global PMIs. The focus today, though, is on whether President Trump will carry through with his threats. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Monday 23rd March 2026NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABGeopolitical tensions have reached a boiling point as a high-stakes deadline looms for Iran to fully open the Strait of Hormuz or face the "obliteration" of its power plants by the US. Phil talks with NAB’s Rodrigo Catril to analyse a volatile Friday session where markets—already reeling from earlier energy infrastructure attacks—saw Brent crude surge past $112 a barrel and bond yields spike globally. Crucially, these major moves occurred ahead of the weekend's direct ultimatum, meaning investors have yet to fully price in the prospect of a significant escalation. Australian CPI is out this week, along with global PMIs. The focus today, though, is on whether President Trump will carry through with his threats. Hosted on Acast. See acast.com/privacy for more information.
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D-day for Hormuz
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