Webcast
Strait Talk
GeoMacro Strategy
Geopolitical Strategy
US Political Strategy
Commodity & Energy Strategy
17 Apr 2026
Marko Papic, Matt Gertken, and Roukaya Ibrahim look at the latest developments in the Strait of Hormuz and the implications for global financial markets.
Topics discussed:
- Will the US-Iran ceasefire hold? What should investors monitor to determine whether it is failing?
- How long will it take for energy flows and shipping to improve significantly? What would cause a relapse?
- Will the disconnect between financial markets and the real economic impact prove lasting or significant?
- How should investors position for the future evolution of commodity markets and commodity-linked assets?
- What other market dynamics will emerge and will Hormuz remain the central global focus?