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Speakers' Corner: Are markets too optimistic on oil and global shipping?
Oil prices have retraced to pre-conflict levels following the signing of a memorandum of understanding (MOU) and the reopening of the Strait. But does that rebound accurately reflect what’s happening in the real economy?
In this special episode of Bondcast: Speakers Corner, Imogen Bachra is joined by NatWest economist Aastha Gupta, who specialises in global trade, to examine whether markets have moved ahead of the underlying fundamentals. They explore why physical shipping flows remain well below normal, why freight and insurance costs continue to matter for inflation, and what this means for…
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