Middle East conflict: Counting the cost of disruption

Loading player...
Markets are sending a surprisingly calm signal in the face of escalating conflict with Iran. Oil prices are rising, supply chains are under pressure, and recession risks are quietly ticking higher, yet equities remain relatively steady.
In the latest episode of No Ordinary Wednesday, Jeremy Maggs is joined by Investec experts in SA and the UK - Callum Macpherson, Phil Shaw and Chris Holdsworth - to unpack what’s really at play.
The conversation explores what could happen if the conflict continues, what key indicators markets are watching and what risks to the global economy are already emerging.
18 Mar English South Africa Business

Other recent episodes

S04 Ep32 Energy Market Update: Strait of Hormuz standoff keeps oil markets on edge

Tensions between the US and Iran have escalated again, with flashpoints centred on the Strait of Hormuz. Despite ongoing indirect negotiations, disagreements over the US naval blockade and Iran’s nuclear stance triggered renewed friction. Please note: this podcast is provided for information purposes only and should not be construed as…
5 May 3 min

S04 Ep31 Energy Market Update: Strait uncertainty fuels volatility in energy markets

Oil prices continue climbing amid stalled US–Iran negotiations, sustaining geopolitical risk premiums critical for UK commodities markets. Uncertainty around the Strait of Hormuz remains unresolved, with no clear timeline for reopening. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or…
27 Apr 4 min