MBCC TH 24th Mar'26 - "Gas is more of a concern than Oil into the Iran War - the window for stability is getting narrower as pieces of the Jenga tower are slowly falling out!"
As the debate on reopening of the Strait of Hormuz goes on, we discuss what is at stake for the world, more than Oil even..Gas!
Risk assets like Bonds/Rates/FX and private credit are all flashing red….So what will it be Trump? SOON global central banks will need to make a decision, but can they afford to?
