Episode
Macro Monday Ep108: Disconnect between energy and equity markets
- Podcast
- Investec Focus Radio SA
- Published
- Mar 16, 2026
- Duration seconds
- 686
- Processing state
not_requested- Canonical source
- https://iono.fm/e/1655838
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Summary
With uncertainty over how long, the Iranian conflict will last, it’s not just the oil market that’s been affected. Natural gas prices have risen, but so too have grain and aluminium prices, pointing to inflation pressures in the coming months. However, as Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, highlights, global equities are only 2% down, implying that equity investors expect a quick reopening of the Strait of Hormuz. Investec Focus Radio SA