The supply chain shock no one is talking about

A disruption far bigger than the oil price is unfolding and it’s happening through the world’s most important industrial corridor.

The latest blog from the Premier Miton Fixed Income team examines how the conflict around the Strait of Hormuz is exposing vulnerabilities across global supply chains, from fertiliser and petrochemicals to metals, semiconductors and industrial gases.

These pressures are already impacting global production and could shape inflation, growth, and market dynamics in the months ahead. 

Read more from the team at the link below