Strait Talk: Oil, Macro and the Political Economy

Wednesday’s hopeful news of a potential easing of hostilities involving Iran, and the reopening of the Strait of Hormuz, comes as the macroeconomic impact of recent events is beginning to show up in the data. Even with a resolution, the reality of elevated near-term inflation and divergent policy responses remains unchanged, and geopolitical disruptions are likely to continue. This week on hashtag#STTStreetSignals, we speak with Noel Dixon, CFA, Senior Macro Strategist at hashtag#StateStreetMarkets, on these dynamics and what they mean for positioning in FX markets. https://podcasts.apple.com/us/podcast...