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Global Insight Monthly

GI Monthly

Climbing the wall of worry

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.

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Tankers

U.S./Iran: After the “truce”

Markets have exhaled, and inflation fears have eased. But for governments and companies alike, the drive towards self-sufficiency remains a strategic priority.

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