A potential peace deal in the Hormuz oil crisis could trigger a sharp, short-term market rally, but the article warns that normalization of oil flows may take months. Inflation is still expected to remain elevated even if a deal is reached, limiting the durability of any relief. The setup is geopolitically driven and could move energy markets and broader risk assets in the near term.
A potential peace deal in the Hormuz oil crisis could trigger a sharp, short-term market rally, but the article warns that normalization of oil flows may take months. Inflation is still expected to remain elevated even if a deal is reached, limiting the durability of any relief. The setup is geopolitically driven and could move energy markets and broader risk assets in the near term.
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