An unsteady ceasefire. Marathon negotiations without a peace deal. Now a blockade of the Strait of Hormuz. Investors are bracing for a long period of uncertainty, unsure how the conflict in the Middle East will hit the Australian sharemarket and the broader economy.
With souring consumer sentiment, rising inflation and looming interest rate increases, the S&P/ASX 200 is in for a rocky run. Brokers expect profit outlooks to be trimmed, and economists are warning of a risk of recession if the Trump administration and Tehran can’t reach a long-term fix.
Source: https://www.afr.com/markets/equity-markets/these-four-charts-show-where-the-risks-and-hopes-facing-choppy-markets-20260410-p5zmsb