Rising tensions between the United States and Iran risk disrupting crude flows through the strategic Strait of Hormuz, potentially spiking global benchmarks and raising India’s fuel and inflation pressures. Even limited disruption could widen volatility as import-dependent economies brace for higher energy costs.
Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China
Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned