Snapshot from Jun 25, 2026 at 22:38 UTC. For live data and tracking: View Live
Entities / People / Florian Ielpo
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Florian Ielpo

Tracked across 1 events · 6 articles · First seen Jun 10, 2026 · Last active Jun 11, 2026

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International
Global Markets Face AI Boom or Oil Shocks
World markets are currently in a state of tumult, balancing the optimism surrounding an AI boom with the significant risks posed by oil shocks stemming from the United States-Iran conflict and potential interest rate hikes.…
Impact: Florian Ielpo, head of macro and multi-asset portfolio manager at ARM Investment Managers, offers insights into market assumptions regarding the Strait of Hormuz and potential stagflation.
Jun 10, 2026 · 6 articles
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