🔹 End of the 60-Day Understanding: Strait of Hormuz Enters a New Phase of Tension🔺By Habib Arian🔹 The 60-day understanding between the United States and Iran has expired without a new agreement, while Washington has rejected an extension and Tehran has warned that failed diplomacy could push tensions around Hormuz into a more offensive phase.🔹 The Strait of Hormuz has become the main bargaining chip, with Iran and Oman working on shipping-management arrangements as Washington continues to demand unrestricted passage.🔹 Shipping remains heavily disrupted, while Brent crude has moved above $91 a barrel, reflecting growing concerns over prolonged interruptions to regional energy flows and renewed inflationary pressure.🔹 Gold is reacting differently, as higher oil prices raise inflation and interest-rate expectations, while Iran’s dollar, Tether and stock markets continue to price the risk of renewed escalation against the possibility of de-escalation.🔹 A credible agreement and reopening of Hormuz could reduce the geopolitical premium in oil, ease pressure on Iran’s currency market and support equities, while further escalation could push oil and inflation higher and renew pressure on Iranian financial markets.🔗 متن کامل در نسخه انگلیسی شهر بورس@shahrebours