Strait Talk: Economic Impacts Of Hormuz Going Forward

Please join Chief Strategists Matt Gertken and Mathieu Savary for a Webcast.

Mathieu and Matt discussed:

• The US-Iran deal and next steps in trying to resume global commodity flows.
• The impact of energy prices on global demand, inflation, and interest rates so far.
• Different scenarios for commodity prices and economic impacts going forward.
• How the market is likely to respond to these scenarios – and what could go wrong.
• What other geopolitical and macro risks and opportunities are looming in H2 2026?