Senior Vice President - Financial Advisor, Senior Portfolio Director
Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.
Read more in Global Insight Monthly
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Markets have exhaled, and inflation fears have eased. But for governments and companies alike, the drive towards self-sufficiency remains a strategic priority.
