Morgan Stanley's Rajeev Sibal said global equity markets have not fully priced in the energy shock from the Strait of Hormuz disruption, warning it could weigh on growth sentiment. The comment points to higher geopolitical risk premia and potential downside for risk assets if energy supply concerns persist.
Morgan Stanley's Rajeev Sibal said global equity markets have not fully priced in the energy shock from the Strait of Hormuz disruption, warning it could weigh on growth sentiment. The comment points to higher geopolitical risk premia and potential downside for risk assets if energy supply concerns persist.
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mildly negative
Sentiment Score
-0.35
Ticker Sentiment
