Global stocks are firmer this morning and oil prices slipped on hopes for de-escalation in Iran, but the focus is on a Donald Trump speech due at 1pm Sydney/Melbourne time. And manufacturing in Asia remains strong. For now. And then in our deep-dive interview, ANZ Commodities Strategist Soni Kumari analyses how the Middle East conflict is affecting the global aluminium market. Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/⁠