Prime Minister Takaichi met with President Trump amid the Iran war and rising global gas prices. The meeting highlights elevated geopolitical risk that could sustain oil and gas price volatility and feed through to energy-sector performance and inflation. Portfolio managers should monitor near-term crude/gas moves and any policy signals on energy security or sanctions that could affect supply and sector exposures.
Prime Minister Takaichi met with President Trump amid the Iran war and rising global gas prices. The meeting highlights elevated geopolitical risk that could sustain oil and gas price volatility and feed through to energy-sector performance and inflation. Portfolio managers should monitor near-term crude/gas moves and any policy signals on energy security or sanctions that could affect supply and sector exposures.
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