Finance & Banking — Geopolitical tensions and credit market stress impact finance industry.

Finance & Banking · 2026-05-12

Three interlocking forces demand attention. First, the Strait of Hormuz remains effectively closed with Trump calling the ceasefire 'life support' — Aramco's CEO projects oil markets will not normalize until 2027 if disruption persists, and the U.S. just released another 53.3 million barrels from the SPR. This is not a transient shock; it is repricing energy, inflation expectations, and central…