Tuesday 8:00 PM is the deadline for Iran to reopen the Strait; markets are clinging to hope of a ceasefire. The article argues a ceasefire is structurally unlikely, implying elevated risk-off positioning, potential disruptions to oil and shipping flows, and higher volatility and energy risk premia.
Tuesday 8:00 PM is the deadline for Iran to reopen the Strait; markets are clinging to hope of a ceasefire. The article argues a ceasefire is structurally unlikely, implying elevated risk-off positioning, potential disruptions to oil and shipping flows, and higher volatility and energy risk premia.
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Request a DemoOverall Sentiment
mildly negative
Sentiment Score
-0.35
