Former President Trump threatened NATO allies over assistance in the Strait of Hormuz, increasing the risk of escalation around a key oil transit chokepoint. The development raises the prospect of disrupted oil flows and higher energy prices, greater volatility and safe‑haven flows into bonds and gold, and potential upside pressure on defense-sector exposure.
Former President Trump threatened NATO allies over assistance in the Strait of Hormuz, increasing the risk of escalation around a key oil transit chokepoint. The development raises the prospect of disrupted oil flows and higher energy prices, greater volatility and safe‑haven flows into bonds and gold, and potential upside pressure on defense-sector exposure.
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