10/04/2026
Global inflation is not driven only by interest rates, but also by critical chokepoints in the world. The Strait of Hormuz, which carries nearly a quarter of global oil supply, is once again at the center of a major macro shift. What may look like a regional conflict is actually impacting prices and market sentiment worldwide.
A sharp drop in shipping traffic is not just noise, it is a signal of rising costs, tighter supply chains, and inflation that may appear with a delay. Even with ceasefire headlines, the situation remains unstable, and operations are still far from normal.
In moments like this, the goal is not to predict what will happen next, but to pay attention to what is already changing. Movements in shipping activity, strategic reserves, and diplomatic tensions are shaping the next phase of the global economy.
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