The Strait of Hormuz is reopening, and the evidence is finally showing up in real shipping data.
Commercial vessel traffic through the world's most important energy corridor has surged to its highest level in two months following the US-Iran peace agreement. This could be one of the most important developments for investors, yet surprisingly few people are talking about it.
In this video, I examine what the rise in tanker traffic means for oil prices, inflation, interest rates, stocks, bonds, and the broader global economy.
Could falling energy prices become the next major bullish catalyst for financial markets? Has Wall Street fully priced in the reopening of Hormuz, or is the market still focused on the wrong risks?
Let's dive into the numbers and explore what may happen next.
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