Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Video Description
On Macro Mondays, Mikkel Rosenvold speaks with Andreas Steno about the massive macro risk posed by a closure of the Strait of Hormuz. With countries like Japan, South Korea, and India potentially holding only weeks of oil supply, the shock to global energy markets could quickly ripple through the business cycle. If flows don’t resume soon, the macro regime could shift dramatically. Watch the full episode on Real Vision.
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