Iran Strait Crisis Could Spark 2030 Deflation, Strategist Warns
TL;DR Summary
Market strategist Marko Papic warns that a sustained Iran-strait crisis could trigger a surge in capital spending that overbuilds capacity, potentially leading to disinflation or deflation by the 2030s as governments expand energy, AI-related infrastructure, and resilient supply chains faster than demand.
Topics:world#capital-expenditure#deflation-risk#economy#inflation#note-keep-to-five-tags-only#supply-chains#us-economy
- How the Iran war could end up causing a burst of deflation Business Insider
- How conflict between Washington, Tehran is changing The Jerusalem Post
- Watch Oil Analysis: How the World and Energy Markets Adapted to the Strait of Hormuz Crisis Bloomberg.com
- Why Iran Might Escalate Foreign Policy
- The Iran War Is Disrupting Trade Connectivity Across Eurasia The Diplomat – Asia-Pacific
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