Markets refuse to price in an Iranian disaster
Markets are acting like this ends quietly. History — and reality — suggest otherwise.
Markets are acting like this ends quietly. History — and reality — suggest otherwise.

Fuel stocks are falling, global supply is tightening — and the Government is still performing for the cameras instead of preparing for impact.

Petrol up. Diesel soaring. Everything else follows. For households already stretched, this isn’t pressure — it’s breaking point.

You can’t “look through” 7.5% inflation. If it lands, something breaks — and it won’t be the theory.

The recession isn’t coming — it’s already here. Trump lit the fuse, but local political choices are making the explosion worse.

Trump’s geopolitical madness won’t stay in the Middle East. It’s coming for your groceries, your mortgage, your job and every excuse this Government makes for staying silent.

Turns out the “recovery” wasn’t growth — it was a sugar hit. And now the crash is coming.

This isn’t hype. When Cameron Bagrie starts talking fuel shocks and diesel shortages, you pay attention. Because if he’s right, we’re already behind.

The warning signs are flashing — collapsing confidence, rising costs, and a government with no plan. This isn’t stabilising. It’s building.

The Iran conflict could push NZ fuel prices up by 20–50 cents per litre — with inflation and unemployment rising.