Report: Rapid reopening of the Hormuz Strait may help contain the economic impact of the Middle East war.

DPAM's fund manager Bruno Lamoral stated in a report that if the Strait of Hormuz reopens soon, leading to a gradual decline in oil prices to around $80 per barrel, the macroeconomic impact of the Middle East conflict will be brought under control. The fund manager said, "The United States may return to a pattern of slowing inflation growth, while Europe will avoid a recession." He said that at the current stage, both the Federal Reserve and the European Central Bank are clearly in a wait-and-see mode. "Given that this is a supply shock rather than demand-driven inflation, we believe that the willingness of monetary authorities to further tighten policy in the face of inflation that they cannot directly control may decrease."