Jason Todd, CFA joined Juliette Saly on ausbiz to talk about the ongoing developments around the Iran conflict, impact on equity markets as well as Australian consumer sentiment and the outlook. Jason explained how it was difficult to get a clear picture of the conflict given such a high dislike for Trump in the media. He explained how this was not an event that would be solved with a bazooka sized policy response but by incremental positives and we have already seen a lot of these emerge.
