Walk Away

NAB Morning Call · Mar 31, 2026 · 14m

Wednesday 1st April 2026

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In today’s NAB Morning Call, Rodrigo Catril joins the podcast to break down a wave of market optimism following reports that President Trump is prepared to wind down U.S. military action against Iran. While the Nasdaq surged 3.3% on the news, Rodrigo notes that the situation remains volatile as the Strait of Hormuz remains largely closed and retaliatory threats persist from both the Houthis and Iran.

Beyond the geopolitical shift, the discussion explores a rebound in China’s…