Nearly 40% chances of stagflation by end of 2026, traders say

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	Nearly 40% chances of stagflation by end of 2026, traders say (cnbc.com)
	10 points by MilnerRoute 32 days ago

1 comments

tim-tday 32 days ago

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.

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JumpCrisscross 32 days ago

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

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

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