Remix.run Logo
Nearly 40% chances of stagflation by end of 2026, traders say(cnbc.com)
9 points by MilnerRoute 10 hours ago | 2 comments
tim-tday 9 hours ago | parent [-]

How does that change if we assume the strait stays closed? Because strategically speaking they’re incentivized to (and able to) keep it closed till us and Israel cease hostilities.

Which doesn’t give negotiators much room to work.

JumpCrisscross 9 hours ago | parent [-]

> How does that change if we assume the strait stays closed?

I think the default assumption is NACHO, not a chance Hormuz opens.