12 March 2026 | 5:07PM EDT Economics Research What's Top of Mind in Macro Research: All about Strait of Hormuz disruptions and energy prices This week: n Iran conflict: longer Strait of Hormuz disruptions n AI software disruption concerns Transcript Jenny Grimberg +1(212)934-0199 | jenny.grimberg@gs.com Goldman Sachs & Co. LLC Allison Nathan +1(212)357-7504 | allison.nathan@gs.com Goldman Sachs & Co. LLC Ashley Rhodes +1(212)934-4876 | ashley.rhodes@gs.com Goldman Sachs & Co. LLC Iran conflict: longer Strai ...