EPISODE · May 6, 2026 · 27 MIN
Monthly Macro: Strait of Hormuz Shock Meets Sticky Inflation
from The William Blair Thinking Podcast
War-driven energy shocks, sticky inflation, and an unusually split Fed are back at the center of the macro conversation. In this month’s Monthly Macro, William Blair macro analyst Richard de Chazal assesses what those dynamics, and the growing influence of AI, mean for bonds, equities, and portfolio risk.
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Monthly Macro: Strait of Hormuz Shock Meets Sticky Inflation
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