Q+A: Middle East conflict, AI and inflation: where markets go next episode artwork

EPISODE · Jun 22, 2026 · 12 MIN

Q+A: Middle East conflict, AI and inflation: where markets go next

from FEAR & GREED | Business News · host Fear and Greed

Markets have weathered war in the Middle East, persistent inflation, tariff uncertainty and the rapid rise of artificial intelligence. So where do investors go from here?Sean Aylmer speaks with Shane Oliver, Chief Economist and Head of Investment Strategy at AMP, about why markets have largely looked through the Middle East conflict, why investors may be underestimating inflation risks, and why the resilience of global sharemarkets continues to surprise him.Plus: the outlook for AI stocks, the risks around high-profile IPOs such as SpaceX, and why investors may need to be a little more cautious despite the generally positive backdrop.This is general information only. You should seek professional advice tailored to your circumstances before making investment decisions.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

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Q+A: Middle East conflict, AI and inflation: where markets go next

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