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 Ep25 Energy Market Update: Brent surges toward $120 before volatile retreat

Oil markets experienced extreme volatility last week as escalating geopolitical tensions in the Middle East created significant uncertainty around global supply. Brent crude briefly surged toward $120/b, its highest level since 2022, as it became clear the conflict in the region could be prolonged. Prices later fell sharply, briefly nearing…
16 Mar 4 min

S04 Ep22 Energy Market Update: Crude climbs while Europe’s energy prices advance

Oil reached a fresh yearly high as US-Iran tensions intensified, with Washington boosting military presence while leaving room for negotiations. Markets rallied after Trump suggested a 10–15 day window for a deal, though speculative positioning remains measured, with strong demand for high-strike call options signaling limited expectations of a major…
23 Feb 3 min