OX: 100 days of Iran war – growth forecasts ravaged but box numbers stay strong
Recent economic predictions have been filed here…
By Ruben Huber
“Markets are starting to treat wars less as shocks and more as recurring events,“ a recent Julius Baer report says, adding: “Supply chains have once again proved more adaptable than the doomsday scenarios implied.“
We do seem to be getting used to Perma-Disruptions, and indeed our industry thrives on them, since end-consumers’ lives have so far seen little interruption beyond some more inflation. In any case, day 65 and no progress on the Hormuz front, still neither side has blinked. On ...
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