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Webcast

Strait Talk: Economic Impacts Of Hormuz Going Forward

GeoMacro

23 Jun 2026

Matt Gertken

Matt Gertken

Head of GeoMacro

Mathieu Savary

Mathieu Savary

Deputy Chief Investment Strategist | Head of FICC | Developed Markets, FX

Please join Chief Strategists Matt Gertken and Mathieu Savary for a Webcast.

Mathieu and Matt discussed:

  • The US-Iran deal and next steps in trying to resume global commodity flows.
  • The impact of energy prices on global demand, inflation, and interest rates so far.
  • Different scenarios for commodity prices and economic impacts going forward.
  • How the market is likely to respond to these scenarios – and what could go wrong.
  • What other geopolitical and macro risks and opportunities are looming in H2 2026?

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