← Cascade Narratives

> Hormuz Stays Open, Anchoring Gulf De-escalation and Softer Brent

↓ De-escalatingactiveEconomicsGeopoliticsmiddle eastnorth america
60%

Continued open passage through the Strait of Hormuz removes the most acute supply-disruption tail risk, reinforcing Gulf de-escalation scenarios that cap Brent and ease US inflation pressure.

// Cascade Logic

Hormuz stays open → no transit shock → Gulf risk premium fades → Brent below $80 and eased inflation