BCA Australia/New Zealand Webcast Series: Will China Tensions Or Hormuz Deadline Trigger Higher Volatility?

Chief Geopolitical Strategist, Matt Gertken and Chief Commodities Strategist, Roukaya Ibrahim discussed: 

• The geopolitical backdrop remains tricky as the US enters election season amid global struggles.
• The US-China tariff truce is holding for now. But will high-tech restrictions over AI start to rise?
• The mid-August deadline for the US and Iran to forge a real ceasefire is coming soon. Will they agree?
• What happens after the midterm election? Will Trump escalate both the trade war and Iran war?
• Ceasefire violations pose threats to commodity supply. What is the status of oil supply and demand?
• What other factors will drive oil and commodity prices through the end of the year? Is gold a buy?
• What other geopolitical and commodity trends will impact Australia, New Zealand, and the world in the coming months and years?