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Switzer on Saturday

Expert buy, hold and sell recommendations from our team of analysts.

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Budget, Trump & Iran not good for our market

Is anyone surprised that our market was a loser this week, with the Budget colliding with rising interest rates and the Treasurer telling us our economy is slowing to 1.75% from a previous guess of 2.25%? Throw in the stalemate in the Strait of Hormuz and the bigger question has to be this: how come US markets rose this week?

Peter Switzer · May 16, 2026
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Switzer on Saturday

Peace had a good week, but can we bank on it?

The prospects of peace have been a positive fillip for stocks this week with oil prices down from recent highs, though our market did get the nervous 'yips' that golfers suffer when they lose confidence in themselves.

Peter Switzer · May 9, 2026
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Switzer on Saturday

What’s behind the fall in oil prices and the spike in markets?

Stocks were largely up on Wall Street for Friday's trade, and it followed our local market snapping our worst run of outs — eight days down since 2018. It coincided with a falling oil price despite President Trump standing firm on maintaining the US Navy blockade of Iranian ports.

Peter Switzer · May 2, 2026
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Switzer on Saturday

Middle East headlines are everything nowadays

Another day, another Trump or Iranian headline, and while the main game is the Strait of Hormuz and developments there that take oil prices up or down, what we’ve learnt overnight is that ‘night’ can be a long time between Sydney, Europe and Wall Street in New York City.

Peter Switzer · April 25, 2026
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Switzer on Saturday

Peace trumps oil price fears

Before Friday's trade open, equities were bought on the suspicion that Wall Street had been given inside information that a peace deal between the US and Iran was a chance, and that a potential reopening of the Strait of Hormuz — vital for global oil supply — was close to happening.

Peter Switzer · April 18, 2026
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Switzer on Saturday

Let’s hope Trump and Iran give peace and shares a chance

While the sniff of a ceasefire that could be the entry into a peace deal excited global stock markets, the three big players in this war — Trump, Netanyahu and the Ayatollah — keep making it hard to believe that peace and the Strait of Hormuz open to all are chances any time soon.

Peter Switzer · April 11, 2026
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Switzer on Saturday

Markets trumped by Trump’s fake TACO play

While stock markets largely finished in the green last week, the week ahead might not be so positive with the feeling that an April Fool’s joke was played by President Trump when he talked of ending the war even if the Strait of Hormuz was still closed.

Peter Switzer · April 4, 2026
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Investing

We’re in the hands of speculators

Not a great week for committed investors, with the Iran war with its dual threat of inflation and recession driven by a spiking oil price hot on the heels of an AI anxiety crisis of confidence, hyped up by short-seller hedge funds, all creating the best of conditions for speculators.

Peter Switzer · March 14, 2026

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