Macroeconomic Resilience & Supply Chain Shocks: How Geopolitics and Trade Shifts Are Reshaping Inflation, Interest Rates and Growth
Prologue Introduction A year ago, the debate was about how fast central banks could cut rates. The war involving Iran that began in late February 2026 changed that. It effectively shut the Strait of Hormuz for weeks, pushed oil above $100 and turned a year of expected easing into one of renewed tightening. The Federal […]