recession
Search documents
'Best case scenario' global oil market loses 600 million barrels, says 3Fourteen's Warren Pies
Youtube· 2026-03-27 21:45
So, let's stay with the market. Our next guest says equities remain on downgrade watch for him and the key will be whether this war heads into April. Joining me now is 314 research co-founder Warren Pies.Warren, good to see April's coming fast. Obviously, it's next Wednesday, I guess. A week ago, you thought maybe you give it a week to see if we get deescalation, the taco trade.Uh, so explain the thinking now. >> Yeah, thank you for having me. I I think we've just like everybody, you know, maybe we all lear ...
Trump says oil and stock market reaction to Iran conflict not as severe as he expected
CNBC· 2026-03-26 15:17
Economic Impact of the Iran War - Oil prices have surged more than 40% during the conflict, with U.S. crude prices nearing $100 a barrel before declining as President Trump expressed confidence in a quick resolution [1] - The price of gasoline has increased by more than $1 a gallon due to the rise in oil prices [1] Stock Market Performance - The S&P 500 has decreased by 4.8% in March and is down 6.5% from its record high earlier this year, reflecting concerns about economic stability [2] - Major stock indices were negative as oil prices rose more than 4% during Trump's remarks [3] Economic Outlook - President Trump believes that the economic damage caused by the war will reverse once it concludes, asserting that his predictions regarding the economy have been accurate [2] - Wall Street economists have raised the likelihood of a recession within the next 12 months, citing inflation and oil-related repercussions as potential causes for economic contraction if the war continues [3]
Bitcoin: Preparing for the Next Leg Down
Benjamin Cowen· 2026-03-25 03:32
Hey everyone and thanks for jumping back into the cryptoverse. Today we're going to talk about Bitcoin preparing for the next leg down. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out into the cryptoverse premium at into the cryptoverse.com. Bare markets are hard. uh they are mentally exhausting because as we've mentioned before in bare markets we generally spend more time trending up than trending down.You can see it very clearly on the d ...
Gold Drops Nearly 30%
Benjamin Cowen· 2026-03-23 17:23
Hey everyone and thanks for jumping back into the heavy metal verse. Today we're going to talk about gold dubious speculation. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out benjamancow. com if you'd like to sign up for the macro risk memos that we put out that of course completely free to sign up for.Let's go ahead and jump in. So, I want to do a video on gold because gold has now dropped a little over 20% from the highs. Now, going into ...
While the war on Iran has sent prices of crude and other commodities sharply higher, economists still doubt the U.S. is at much risk of a recession
WSJ· 2026-03-19 09:30
Core Insights - The average of economists anticipates that the ongoing Mideast war will lead to an increase in inflation but is unlikely to negatively impact economic growth [1] Group 1 - Economists project inflation to rise due to the Mideast conflict [1] - The expected impact on growth is minimal, suggesting resilience in economic performance despite geopolitical tensions [1]
X @Forbes
Forbes· 2026-03-17 16:45
The Iran war has boosted oil and gas prices in recent weeks, raising concerns—and betting odds—among economists that a recession may be coming if oil costs remain elevated for an extended period.Read more: https://t.co/K3OJD3LKMoPhoto: Heather Diehl via Getty Images https://t.co/32qDOD0u6b ...
BofA’s Francisco Blanch Explains the Path to $200 Oil
Bloomberg Television· 2026-03-16 15:06
Francisco Blanch, head of commodities and derivatives research at BofA Securities, sees the risks of recession growing “by the week” if the Iran war continues into April and May. Blanch says, “The war is gonna transform the way we think about commodities, more fundamentally.” -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for busin ...
Goldman Sachs: Chance of recession now at 25%
MSNBC· 2026-03-13 18:19
economy. Goldman Sachs putting the odds of a recession within the next year at 25 percent. With Americans acutely feeling the pain at the pump, the national price for a gallon of gas is up 65 cents just since the war with Iran began.And now revised numbers from the Commerce Department show that the economy actually had a much slower growth than expected in the final three months of 2025. Core inflation also ticked up in January with price increases higher than the Federal Reserve would like to see. Joining ...
Larry Kudlow: This oil shock looks to be VERY BRIEF
Youtube· 2026-03-11 21:30
Core Viewpoint - The current oil price increase due to the Iran war is seen as a temporary disruption, with potential long-term benefits for the economy and investors once the conflict resolves [1][3][8]. Oil Market Dynamics - Crude oil and gasoline prices have risen, but this is considered a minor cost to defeat the Iranian regime and change historical trajectories [1]. - The oil shock is expected to be brief, with the war potentially lasting only four to five weeks, limiting its economic impact [3]. - Current oil production in the US and Canada is significantly higher than in the 1970s, with production nearing 14 million barrels per day compared to under 10 million in the past [4]. Economic Indicators - There is no supply shock currently, as the US does not rely heavily on Middle Eastern oil, and the market is not experiencing shortages [5]. - Gasoline prices have increased by about 50 cents per gallon, which may affect middle-class consumers but also benefits oil producers [5]. - Interest rates have remained stable, with the 10-year Treasury around 4% and 30-year mortgages around 6%, indicating no significant interest rate shock [6]. Future Outlook - The economic policies from the Trump administration, including tax cuts and deregulation, are expected to provide support for the economy post-conflict [7]. - Investors are encouraged to look beyond the temporary disruptions caused by the war, as the potential for prosperity in the Middle East and globally is anticipated to increase [8].
Trumps Bitcoin Strategy Released. Recession Fun Incoming.
Digital Asset News· 2026-03-07 17:46
The Trump administration released their Cyber Strategy report and even though it is brief, it talked about what is important - cryptocurrency. ALso, are we headed for a recession? If so, it's going to be a fun time for your portfolio Trump cyberstrategy - https://www.whitehouse.gov/wp-content/uploads/2026/03/President-Trumps-Cyber-Strategy-for-America.pdf The links below may include affiliate links, which means I may receive a commission at no cost to you if you make a purchase through a link. You DO NOT ha ...