FEAR & GREED | Business News Chalmers’ inflation warning; ASX adds $55b; truckies loving Tesla’s semi-trailer
Mar 25, 2026
A Treasurer warning that inflation could stay higher for longer and what that means for interest-rate decisions. How Middle East peace signals and US-Iran talks pushed the ASX up by about $55 billion. A $2 billion subsidy to keep a Queensland aluminium smelter running and linked clean-energy plans. Why truck drivers are excited about Tesla’s new electric semi-trailer with long range and lower running costs.
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Inflation Could Reach 5 Percent From Oil Shock
- Jim Chalmers warns inflation could hit 5% midyear driven by a Middle East war–triggered oil surge.
- Treasury modelling and RBA concern mean more cash rate hikes likely, risking recession if oil stays >US$120/barrel for long.
RBA Balancing Acts Risk Recession
- RBA faces a trade-off: hike rates to tame inflation or avoid recession if rates become too restrictive.
- Governor Michelle Bullock signalled reluctance but willingness to risk a downturn if inflation stays high.
Mixed Signals Make Peace Prospects Uncertain
- Mixed diplomatic signals on US–Iran talks and ceasefire reports moved markets and oil prices.
- Trump mentioned a 15‑point plan and a possible one‑month ceasefire mechanism amid ongoing airstrikes.