Strait of Hormuz Shock: Oil Rates and FX Reset
The U.S. strikes on Iran have sent shockwaves through the global economy, effectively freezing the Strait of Hormuz, the transit point for 20% of the world’s oil.
With shipping at a standstill and insurance costs surging, we’re at a crossroads: Is this a brief disruption or the start of a long-tern regional conflict?
In our latest article, we break down what this means for global markets and the threat of energy-driven inflation.
