# Macro Monday Ep108: Disconnect between energy and equity markets

Page: https://stenobird.com/podcast/investec-focus-radio-sa-680399/macro-monday-ep108-disconnect-between-energy-and-equity-markets
Text version: https://stenobird.com/podcast/investec-focus-radio-sa-680399/macro-monday-ep108-disconnect-between-energy-and-equity-markets.md
Podcast: [Investec Focus Radio SA](https://stenobird.com/podcast/investec-focus-radio-sa-680399)
Published: 2026-03-16T08:08:00+00:00
Episode link: https://iono.fm/e/1655838
Audio file: https://dts.podtrac.com/redirect.m4a/dl.iono.fm/epi/prov_374/epi_1655838_medium.m4a?p=rss
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JSON: https://stenobird.com/v1/public/podcasts/investec-focus-radio-sa-680399/episodes/macro-monday-ep108-disconnect-between-energy-and-equity-markets
Duration seconds: 686

## Resource

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

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## Transcript

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