Inflation’s slow easing will keep pressure on European growth even as the Strait of Hormuz reopens quicklyExecutive summary: The piece explains that inflation will take time to subside even after a swift partial reopening of the Strait of Hormuz, because lingering supply‑chain frictions persist. This prolonged inflation pressure influences monetary policy choices and dampens Europe’s already modest growth forecast. European economies, investors, central banks and global supply‑chain operators. Inflation pressures are likely to persist, prompting central banks to keep rates elevated and firms to pursue alternative logistics routes.The article notes that despite a rapid partial reopening of the Strait of Hormuz, supply‑chain disruptions remain pronounced, keeping inflation elevated. It projects a 0.4 percentage point reduction in European growth for 2026, lowering the outlook to 0.8%. The analysis underscores the lag between logistical normalization and price stability.Connected developmentsFace à l’incertitude dans il détroit d’Ormuz, il Golfo investe in rotte terrestri di contornoOpen the full case file on Beyond →
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