🚨 JUST IN: Goldman Sachs raises 2026 oil forecasts to $85/barrel for Brent and $79 for WTI due to what it calls the largest-ever supply shock from Hormuz disruptions. https://t.co/Qq5IBj9OaX ...

Goldman raised its oil price forecasts for 2026 due to the prolonged disruption of flows through the Strait of Hormuz, which it described as the largest-ever supply shock for global crude markets https://t.co/1risK7vBYi ...

Markets are underpricing the supply shock stemming from the interruption of oil flows through the Strait of Hormuz https://t.co/h7lO48ml68 ...

Oil trader Pierre Andurand’s main hedge fund surged 20% in the first half of the month on bullish oil bets as the conflict in the Middle East triggered a supply shock https://t.co/hYsKWdJW7D ...

Jeff Curie of Carlyle writing this The cost of rebuilding and recovering from the homeless shock will be enormous and underscores the regime change towards physical assets. Jeff joins us now for more. Jeff, welcome to the program.It's always good to catch up with you. A fluid environment. So allow me to go for the headline of the last five or 10 minutes or so.One headline, one report coming from Iran that their energy assets have been struck. Now, I have limited information beyond that. But, Jeff, from your ...

A senior Bank of Canada official warned policy restraint may be needed if a supply shock has a large and persistent impact on inflation, even in a scenario where the economy is weakened https://t.co/LGpHIjECR3 ...

RT signüll (@signulll)this is going to sound dramatic as hell but the world you knew is pretty much over.very recently i think we crossed a one way bridge as a species & most people on earth haven’t realized that fact yet.imho there are now non trivial odds the economy gets drastically disrupted in the next 24 - 36 months via a giant supply shock followed by a demand shock. ...

For more, let's bring in our next guest who was among the final four in consideration for the job and for a time was widely viewed as the front runner. NEC director Kevin Hasset joins us now. Director Hasset, thank you so much for joining us.>> Great to be here. >> Are you disappointed that you didn't get it. >> Oh, no. No.I I've got my dream job. You guys have been seeing me say that for months. Uh I think President Trump made a great choice and I'm really thrilled and humbled by all the kind things he sai ...

I just asked AI when are we going to see an XRP supply shock considering all of the ETF approvals and also how the ETFs have been performing. And what I got back is actually quite shocking. We're going to be addressing this. We're going to be talking about it.But first, let's address a few things because we've been hearing about a supply shock happening on XRP for a bit of time now. Um, I would argue since about roughly the summertime. And you know, with a supply shock for, you know, a project like XRP, a l ...

Economic Situation & Monetary Policy - The current economic situation is highly unusual due to conflicting inflation and unemployment risks, potentially unprecedented [1][2][3] - Supply shocks push up prices and reduce purchasing power, creating a dilemma for monetary policy [3][4] - The Fed's consensus views tariffs as a one-time price hit, but its impact on inflation expectations is uncertain [4][5][6][7] - There's a risk of losing contact with the 2% inflation target and developing an inflation psychology [9] - The industry believes the Fed needs to be more proactive in demonstrating its commitment to the inflation target, especially given political pressures [10] Tariffs & Inflation - Tariffs lead to a permanent increase in the price of goods, unlike temporary supply shocks [6] - The key concern is whether tariffs will fuel inflation expectations, leading to a wage-price spiral [7] - The long-term inflation impact of tariffs is uncertain, and humility is warranted [8][9] Fed & Politics - It's unprecedented for a member of the administration on leave to be a governor of the Fed [2] - It's unusual for a president to try to remove a Fed member on what many consider a pretext [2] - It's also unusual for a Fed chair to operate when the president has publicly criticized them [2]