Good to see @NYFedResearch looking into something that has been worrying me since Feb 28- the downstream effects of Hormuz related disruptions including on AI supply chains (which are the biggest imports and investment drivers US right now.
libertystreeteconomics.newyorkfed.org/2026/05/will...
The conflict in the Middle East has precipitated a global supply shock—the third in six years following the pandemic in 2020 and Russia’s invasion of Ukraine in 2022. The current shock raises the spec...
