Tag

Supply Shocks

All articles tagged with #supply shocks

economy1 month ago•329 min saved

Warsh’s Dilemma: Inflation, Supply Shocks and a Fed That Can’t Reopen Hormuz

New Fed chair Kevin Warsh vows to reinflate inflation to 2%, but the piece argues today’s prices are driven mainly by supply shocks from the Iran war and tariffs, not overheating demand. That limits the effectiveness of rate hikes, as higher rates could cool jobs and markets without solving energy costs or AI-driven price pressures. Analysts note inflation isn’t as severe as 2022 and warn forward guidance may be unhelpful; markets are split on a near-term hike, and the Fed’s tools to tame supply-driven inflation remain constrained.

via CNN|

#economy #federal-reserve #inflation

markets5 months ago•35 min saved

Treasuries Rally as Powell Signals Fed Has Limited Grip on Supply Shocks

US Treasuries rebounded after Powell said the Fed has limited ability to control supply shocks, prompting traders to shift away from bets on further rate hikes and toward the possibility of cuts later this year as Iran-related oil-price pressures and slower growth concerns weigh on inflation.

via Bloomberg.com|

#bonds #fed #markets

energy2 years ago•5 min saved

"Global Supply Shocks Drive Oil Prices Toward $100 Amid Summer Driving Season"

Global supply shocks, including Mexico's crude export cuts, US sanctions on Russian and Venezuelan oil, and Houthi rebel attacks on tankers, are intensifying fears of a commodity-driven inflation resurgence and threatening to push Brent crude to $100 per barrel. The supply disruptions, combined with healthy global demand, are complicating rate-cut deliberations and clouding US President Joe Biden's reelection chances. The surge in oil prices is tightening global markets and could force OPEC+ to reconsider production cuts, while also posing a political risk for the Biden administration as it threatens to push retail gasoline prices higher.

via Fortune|

#energy #global-demand #inflation

energy-markets2 years ago•0 min saved

"Global Shortage Threatens to Push Oil Prices to $100 This Summer"

Oil prices surged above $90 a barrel due to military tensions and global supply shocks, including Mexico's cut in crude exports, US refiners consuming more domestic barrels, stranded Russian cargoes, potential Venezuelan supply disruptions, and Houthi rebel attacks delaying crude shipments. Despite the turmoil, OPEC and its allies are maintaining production cuts, intensifying fears of a commodity-driven inflation resurgence and raising the possibility of oil prices reaching $100 this summer.

via Bloomberg|

#commodity-driven-inflation #energy-markets #global-shortage

energy-markets2 years ago•6 min saved

"Geopolitical Tensions Propel Oil Prices to New Highs"

Global supply shocks, including Mexico's crude export cuts, US sanctions on Russian and Venezuelan oil, and Houthi rebel attacks on tankers, are intensifying fears of commodity-driven inflation and pushing oil prices towards $100 a barrel. The disruptions, combined with healthy global demand, are turbocharging an oil rally ahead of the US summer driving season, complicating central banks' rate-cut deliberations and clouding US President Joe Biden’s reelection chances. The surge in oil prices is also snarling the Biden administration’s plans to refill emergency US oil reserves and threatening to push retail gasoline prices higher, contributing to concerns about a reversal in the recent slowdown in consumer price gains.

via Yahoo Finance|

#energy-markets #global-economy #inflation