US Economic Outlook: August 2026

Beyond the Strait of Hormuz: What the Disruption Revealed About Global Trade

The Strait of Hormuz became one of the most closely watched trade corridors of 2026. While much of the discussion focused on energy markets, the disruption revealed a broader story about how global trade responds during periods of geopolitical uncertainty.

Hear from Board Principal Economist and Director Natalie Gallagher, a Bloomberg-featured economist, as she examines what the Strait of Hormuz disruption revealed about global trade and why those lessons matter for business planning.

What you’ll learn:

• Why recovery differed across cargo types
• How regional disruption affected trade beyond the Strait itself
• What neighboring ports reveal about transportation flexibility
• Why flexibility influenced recovery across global trade

Whether your organization manages sourcing, operations, finance, or corporate strategy, these insights provide valuable context for planning during periods of geopolitical uncertainty.