
William Blair Thinking
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Monthly Macro: Strait of Hormuz Shock Meets Sticky Inflation
War-driven energy shocks, sticky inflation, and an unusually split Fed are back at the center of the macro conversation. In this month’s Monthly Macro, William Blair macro analyst Richard de Chazal assesses what those dynamics, and the growing influence of AI, mean for bonds, equities, and portfolio risk.
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Our Latest News
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Two William Blair Clients Named Middle-Market Deals of the Year by Mergers & Acquisitions
Congratulations to William Blair clients Commodity & Ingredient Hedging LLC, a portfolio company of Falfurrias Capital Partners, and Stout, a portfolio company of Audax Private Equity, for being recognized on Mergers & Acquisitions’ list of 2026 Mid-Market Deals of the Year.
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