Iran War: Investors need a ‘credible’ ceasefire

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Iran War: Investors need a 'credible' ceasefire

"Even if miraculously the Strait is reopened tomorrow, we’ll still be living with the consequences for a while to come."

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As the Iran War drives market uncertainty, Krishnan Guru-Murthy asks economist Neil Shearing how quickly global borrowing costs and investor confidence can actually recover.

The answer? A fragile ceasefire might not be enough to convince sceptical markets that the danger has passed.

Watch or listen to the full episode of #TheFourcast via the link in bio or wherever you get your podcasts.

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Date: September 2, 2026