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  1. Geopolitical risks stemming from the Middle East are influencing the global economic outlook and war terms.
  2. Geopolitical shifts are underway in the Middle East, with a tentative deal being discussed that aims to bring an end to the ongoing war.
  3. Peace deals affecting energy flows from the Gulf are causing inflation shocks and policy challenges for major central banks.

ECB policy expectations are being discussed as energy flows are affected by the potential reopening of the Strait of Hormuz following a US-Iran deal.

1 report, 1 independent Updated Jun 16
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ECB policy expectations are being discussed as energy flows are affected by the potential reopening of the Strait of Hormuz following a US-Iran deal.

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