Power, Pressure and Memory Define the Day
This day’s news arrives with a familiar but unsettling pattern: institutions under strain, markets under pressure and leaders reaching for bigger instruments, whether legal, fiscal or military.…

Power, Pressure and Memory Define the Day
This day’s news arrives with a familiar but unsettling pattern: institutions under strain, markets under pressure and leaders reaching for bigger instruments, whether legal, fiscal or military.…
If fuel and borrowing costs stay where they are, the bill keeps growing, and the gap between a stretched consumer and a slowing economy gets smaller. #IranWar #USInflation #EnergyShock
it is inteesting bc recovery will depend on #oilprice, not the other way round. if that makes sense. """normally""" oil price tracks GDP. this time the growth loop is slowed by oil high prices, while inflation still corelates. this is basically the textbook example of an #energyshock and […]
#IMF #EnergyShock #PublicDebt
The Hormuz crisis just did what climate summits couldn’t
www.thestreet.com/economy/horm...
#HormuzCrisis #FossilFuel #ClimateChange #OilPrices #EnergyShock
índice seguirá recordando. #InflationLinkers #BreakevenInflation #EnergyShock
l'indice continuerà a ricordare. #InflationLinkers #BreakevenInflation #EnergyShock
breakevens untouched, while one that seeps into wages and transport costs does not. The question now is whether this winter's energy bill is read as noise in the index or as something the index will keep remembering. #InflationLinkers #BreakevenInflation #EnergyShock
The question now is whether $97 is a scare that decays quietly, as most geopolitical premia do, or the first leg of something the bond market has not finished pricing. #Brent #TreasuryYields #EnergyShock
Why $100 Oil Could Spell Trouble for Central Banks and Markets
With oil prices edging toward $100 per barrel amid ongoing US-Iran tensions and a near-standstill in Strait of Hormuz traffic, central banks face a growing dilemma: a…