Strait Signals: Assessing the Iran War Risk Premium

A wider Middle East war and the closure of the Strait of Hormuz, seen for years as extreme ‘what-if’ risks, are now realities. The ranges of macroeconomic and geopolitical outcomes are vast, but reasonable future scenarios are starting to take shape. This week on #STTStreetSignals, we speak to Elliot Hentov, Chief Macro Policy Strategist at State Street Investment Management, about the evolving conflict involving Iran and the market implications of a prolonged disruption at one of the world’s key energy chokepoints. https://podcasts.apple.com/us/podcast...