Does the economy pass through Ormuz?

AI Briefing

• – The global economy remains relatively stable despite the conflict in the Middle East, with most major stock exchanges trading near all-time highs. Household behavior and economic dynamics are also holding up well, with positive corporate results and a growing expectation of the impact of artificial intelligence on productivity. The closure of the Strait of Hormuz has not yet had a significant impact on the global economy, with oil reserves remaining relatively high and energy price futures markets anticipating a contained and time-limited price increase.