Every Zipp story tagged #OilShock, newest first.
The disconnect is the story: a Hormuz-driven crude spike of more than 5% left BTC pinned inside its weeks-old range, but the calendar between the July 17 OFAC wind-down and the July 28-29 FOMC is…
Bond markets had been pricing disinflation, but a New York Fed survey shows consumers expect 3.7% inflation over the next year, and renewed Middle East strikes just sent oil higher and risk assets…
A fresh US-Iran escalation is doing exactly what the February oil shock did: pushing energy prices higher, dragging rate-cut expectations lower, and forcing a rotation out of risk assets including…
The oil curve is already pricing in normalization, but the CPI data that confirms it does not arrive until August and PCE not until September 30, leaving the FOMC to lean hawkish through a…
Citi analysts have set a high bar for a repeat of 1970s-style oil shock conditions: the Strait of Hormuz would need to…
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