Iran Conflict Fuels Oil Shock and Puts RBA Rate Path in Focus

Australian markets are hovering near highs — but the real focus is shifting to the RBA and what soaring oil prices mean for rates and the Aussie dollar. Crude is surging as Middle East tensions escalate, with supply risks around the Strait of Hormuz intensifying. For Australia, higher oil flows straight into higher petrol prices, and higher petrol prices flow straight into inflation. If inflation reaccelerates, the RBA may be forced to hold rates higher for longer. That could support the AUD on yield expectations. But there’s a catch. 🚨 Energy Infrastructure Under Attack Iran has targeted oil and gas facilities across the Persian Gulf using drones, forcing Saudi Aramco to temporarily shut the key Ras Tanura refinery, which produces around 550,000 barrels per day. Even with no reported injuries, the message is clear, global energy supply is vulnerable. Higher oil Higher inflation Tighter policy risk More AUD volatility For traders, this is where macro meets momentum. Watch oil. Watch inflation. Watch the RBA. #RBA #AUDUSD #ForexTrading #OilPrices #InflationRisk #RateDecision #MacroTrading #EnergyCrisis #CommodityCurrencies #MarketVolatility #CFDs #iranwar #dubaiairport Trading involves risk. ACY Capital LLC 2610 2022 ACY Securities Review by FX Empire - https://www.youtube.com/watch?v=cqs5MjH1k6w Register here for the next webinar: https://acy.com/en/education/webinars/ Free Trading eBook Series: https://acy.com/en/education/ebook/ Open a Live or Demo Account here: https://acy.cloud/open-live-account?url=https%3A%2F%2Facy.com.au%2Fen%2F&next=%2Fcreate-account%2Fselect-account-type Catch up with the latest news and market analysis here: https://acy.com/en/market-news Get in touch today: Web: https://www.acy.com Twitter: https://twitter.com/ACY_Securities Facebook: https://www.facebook.com/acy.securities/ Spotify: https://open.spotify.com/show/2g4Py8AuAqUIxci9efdMmm?si=ac6ff082c5c84f78 Phone: Australia 1300 729 171 International +61 2 9188 2999 #acysecurities #keylevels #forexanalysis #forex #trading #analysis #audjpy #audusd #eurgbp #eurusd #eurjpy #gbpjpy #gbpusd #nzdjpy #nzdusd #usdcad #usdchf #usdjpy #usdollar #gold #xauusd #sp500 #nas100 #bitcoin #btcusd #oilprices #uswti #crudeoil #oiltrading #silver #xagusd #acysecuritiesbroker @ACYSecuritiesAustralia Disclaimer: Foreign exchange and derivatives trading carries significant risk and is not suitable for all investors. You do not own, or have any interest in, the underlying assets. Before you decide to trade foreign exchange and derivatives, we encourage you to consider your investment objectives, your risk tolerance and trading experience. ACY Securities Pty Ltd (AFSL: 403863) provides general advice that does not consider your objectives, financial situation or needs. You should consider if you are part of our Target Market by reviewing our TMD and read our FSG and PDS to ensure you fully understand the risks. The content of this presentation must not be construed as personal advice and the information in this presentation is prepared without considering your objectives, financial situation or needs; please seek advice from an independent financial or tax advisor if you have any questions. ACY Securities Pty Ltd is regulated by the Australian Securities and Investments Commission (ASIC AFSL:403863). Registered address: ACY Tower, Level 18, 799 Pacific Hwy, Chatswood NSW 2067. AFSL authorised us to provide financial services to Australian Residents or Businesses. ACY Capital LLC ('ACY LLC'), ACY LLC is incorporated in St Vincent and the Grenadines (Company number: 2610 LLC 2022). Registered address: Suite 305, Griffith Corporate Centre, Beachmont, Kingstown. ACY Securities SA Pty Ltd (Reg.: 2009/008731/07) is regulated by the Financial Sector Conduct Authority (FSCA: 51008). Registered address: 4 Stan Road, Sandton, Johannesburg, Gauteng, 2196. FSCA authorised us to provide financial services in terms of section 8 of the Financial Advisory and Intermediary Services. © 2020 - 2026 ACY Securities is a brand name of ACY AU and ACY LLC, ACY Securities Pty Ltd. All rights Reserved.