Monetary policy in a shock-prone world - UBS
Source: UBS
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DW NOTE
UBS publishes a paper on monetary policy in a shock-prone world while the Strait of Hormuz has been blockaded for six months and global oil supply is down 4%. The shocks aren't theoretical — they're the standing order of business, and central banks spent 2026 pretending 3.65% rates could contain them.
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