Markets were already finely balanced - then breaking news from the Middle East brought geopolitical risk right back to the forefront of investors' minds.

In a special market update edition of Bassanese Bites, we unpack the fast-moving situation in the Middle East and what it could mean for asset classes, central banks and investors. We also explore:

• How commodity prices have reacted in early Australian trade

• Whether the Iran stoush will have a prolonged impact on stocks, bonds and currencies

• What it means for investors in the short-to-medium term.

US stocks bounced last week amid calmer-than-expected AI disruption fears, while the US Supreme Court finally delivered its landmark ruling on President Trump’s tariffs. Australian shares climbed on strong labour market data, led by technology and small caps. On this week’s Bassanese Bites Podcast, David explores the tariff fallout may shape markets in the coming weeks. He'll also explore what the latest US and Australian data mean for interest rates and inflation.

Tune in for a concise, expert wrap of the week’s biggest developments in global markets, the Australian economy, interest rates, inflation, equities and geopolitics – and what they mean for investors.

US stocks continue to slip as AI adoption concerns began to spread to other sectors beyond the tech/software space. Meanwhile, Australian markets rebounded last week as investors digested the fallout from the RBA's first hike in two years. On this week’s Bassanese Bites Podcast, David discusses which sectors are now in the spotlight, what the latest US and Australian data really means and how the global equity rotation is reshaping who wins, who loses, and where investors are heading next.

Tune in for a concise, expert wrap of the week’s biggest developments in global markets, the Australian economy, interest rates, inflation, equities and geopolitics - and what they mean for investors.