Strait Through

16.06.2026

This week on SB Talks CEO Vincent O’Neill and CIO Nick Ryder, unpack a series of major developments shaping global markets. From the signing of the US-Iran ceasefire extension, potentially opening the Strait of Hormuz and easing pressure on oil prices, to SpaceX’s sky-high valuation. They also explore the growing tension between innovation and regulation, as the US government steps in with bans on advanced AI models. Closer to home the pair look at what central banks, including the RBA, are signalling as inflation remains too high for comfort.

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