Why the hell is no one talking about Iran closing Hormuz here?

Investor summaryNeutral

The author questions why the market is ignoring the geopolitical risk of Iran closing the Strait of Hormuz.

Bear points

Potential closure of the Strait of Hormuz poses a severe geopolitical risk to global markets.
Ignoring such a major supply chain disruption could lead to significant market downside.

降息与宏观

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