How Strait of Hormuz closure can become tipping point for global economy

CNBC

March 11, 2026

Oil is far from the only critical input for the global economy that would be disrupted by a de facto closure of the Strait of Hormuz due to the U.S.-Iran war. Aluminum prices are already rising, and further disruption could increase input costs for automotive, aerospace, and construction manufacturing in the U.S. and Europe.

U.S. Inflation Stayed Subdued Before Onset of Iran War

NYTimes

March 11, 2026

While February's Consumer Price Index report shows only modest price pressures, inflationary risks are rising once again as the conflict in the Middle East drags on.

The Economic Winners and Losers of the Iran War

WSJ

March 11, 2026

The economic shock waves of the war are leaving no part of the world untouched. Here's which countries could be hit hardest and who stands to benefit.

Inflation stabilizes, but rising oil keeps markets on edge

Proactive Investors

March 11, 2026

US inflation held steady in February, reinforcing expectations that the Federal Reserve is likely to keep interest rates unchanged in the near term, while analysts warn that rising oil prices and geopolitical tensions could complicate the outlook. The Consumer Price Index rose 2.4% in February from a year earlier, matching economists' expectations, while monthly inflation increased 0.3%, according to government data released Wednesday.

1,000% Gulf Shipping Shock Ripples Through Markets But This $84B Insurance Broker Could Thrive

Benzinga

March 11, 2026

Insurance costs for tankers entering the Persian Gulf have surged dramatically as geopolitical tensions escalated around the Strait of Hormuz.