"The ultimatum introduces a rare, time-bound geopolitical trigger with immediate global market implications. Markets are behaving as if this is background noise. A fixed, public deadline from the US president creates a binary outcome within hours—either de-escalation or direct strikes on Iranian infrastructure."
"Oil at these levels reflects tension, not disruption. Markets are not positioned for a scenario where shipping is impaired or where insurers begin to withdraw cover."
US President Donald Trump has set a deadline for Tehran to reopen the Strait of Hormuz or face direct attacks on infrastructure. Nigel Green of deVere Group warns that the market's current reaction does not reflect the urgency of this geopolitical risk. He emphasizes that the ultimatum creates a binary outcome, either leading to de-escalation or military action. The market's complacency is evident, as oil prices remain contained despite the potential for significant disruption in a critical shipping lane for global energy supply.
Read at London Business News | Londonlovesbusiness.com
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