It was another big weekend for the conflict between Iran and the US, but the lack of new escalation could be good news for the markets.

Reports that the US and Iran had agreed to pause further military action and resume negotiations over the Strait of Hormuz eased concerns of additional disruptions.

Harbour Asset Management's Shane Solly explained further.

LISTEN ABOVE

See omnystudio.com/listener for privacy information.

Podden och tillhörande omslagsbild på den här sidan tillhör Newstalk ZB. Innehållet i podden är skapat av Newstalk ZB och inte av, eller tillsammans med, Poddtoppen.