Strait of Hormuz Closure: How an Oil Chokepoint Puts Stagflation Back on the Table

The closure of the Strait of Hormuz has turned a regional war into a global money issue: oil is above $100, energy is the only major sector in the green this year, and markets are suddenly worried about a comeback of “stagflation” — high inflation plus weak growth. For an ordinary investor, that mix can hurt both stocks and bonds at the same time, while pushing up everyday costs like fuel, flights and utilities. Understanding how this oil shock feeds into inflation, interest rates and sector winners/losers is key to not being blindsided by the next few months of headlines and market swings.