호르무즈 재개방에 유가 하락…연준 금리경로 주목

The reopening of the Strait of Hormuz and the subsequent drop in oil prices significantly ease stagflation concerns, granting the Federal Reserve potential room for a rate cut later this year. This transition highlights how the resolution of geopolitical conflicts acts as a primary catalyst for stabilizing global energy markets and shifting central bank priorities. Stakeholders should focus on whether this downward trend in energy costs successfully anchors core inflation expectations to confirm the timing of a policy pivot.