energy shock
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X @Bloomberg
Bloomberg· 2026-04-10 12:25
RT Bloomberg Opinion (@opinion)LIVE NOW: It's CPI Day! Just how hard has the energy shock hit US households, and how much worse will it get?@JonathanJLevin discusses the data LIVE with @AllisonSchrager and @keds_economist:https://t.co/Dxk3ilX1kT ...
A 2% inflation target is a myth, says JPMorgan’s Bob Michele
Bloomberg Television· 2026-04-09 19:31
I think we in the markets accept that a 2% inflation target is a myth. We haven't been there in half a decade. It didn't feel comfortable when we tried to get there and we were printing 1.7% 1.8%.It's too low for an economy the size and complexity of the US. 2 and a half feels like the new 2%. and we're a little bit above that um because we've got transitory inflation because of the energy shock that too may or may not fade.But I look at our analysis, I read Mike Feroli stuff a lot. Even with where energy i ...
X @Bloomberg
Bloomberg· 2026-04-09 10:35
What should the Federal Reserve do about the Iran energy shock? Nothing for now, says former New York Fed President Bill Dudley (via @opinion) https://t.co/lP9Vr5Chfy ...
X @The Economist
The Economist· 2026-04-03 01:00
Asians are sensitive to energy prices and are willing to take to the streets over them. What has begun as an energy shock could become a political one: https://t.co/aAJ5wvJHzR https://t.co/P2yruyp0lo ...
X @The Economist
The Economist· 2026-03-18 19:00
As the world faces its biggest ever energy shock, The Economist asks Rachel Reeves what is the worst case scenario she is preparing for, and how she plans to shake Britain out of its long economic malaise https://t.co/FrI50vtQci ...
X @Ansem
Ansem 🧸💸· 2026-03-06 05:32
RT 0xNaco.BTC (@NacoayaG)ThisThe Iran War Is Not 2022Everyone sees 2022 all over again. Another mauor energy shock. Similar chart setups.But the macro is entirely different:• Real rates: +1.2% today vs -7.5% in Feb 2022• Fed in wait-and-see mode vs catastrophically behind the curveAnd the crude oil futures curve sees the shock as transitory. ...