Oil is in focus this morning after Iran closed the Strait of Hormuz over the weekend. ANZ Research shifts its forecast for Fed rate cuts out to June 2027 from December. And Malaysian inflation is subdued.In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga takes a wider look at a deal to end the Iran conflict, including why bond markets haven’t moved much, despite the deal.Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/