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Morning Update: Trump’s lonely war with Iran

Geopolitics & WarElections & Domestic PoliticsEnergy Markets & PricesEconomic DataLegal & Litigation

World leaders are unwilling to help Donald Trump get the Strait of Hormuz reopened, raising geopolitical risk around a key energy chokepoint. The newsletter also highlights Canada’s household debt situation and revelations about Ontario Premier Doug Ford’s concealed phone records; these are political and economic developments with limited immediate market impact.

Analysis

World leaders are unwilling to help Donald Trump get the Strait of Hormuz reopened, raising geopolitical risk around a key energy chokepoint. The newsletter also highlights Canada’s household debt situation and revelations about Ontario Premier Doug Ford’s concealed phone records; these are political and economic developments with limited immediate market impact.

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