Economic Wire: The U.S.-Iran war is the biggest oil supply disruption in hi
Oil Prices Just Became Everyone’s Problem
Oil Prices Just Became Everyone’s Problem
The Federal Reserve kept its target rate unchanged at 3.5% through March 9th, maintaining the same level it has held since early March. But here’s what’s interesting: while the Fed sits still, the VIX
10Y-2Y Spread: 0.59% (normal)
According to CNBC, Congressional Democrats are demanding the reversal of Russian oil sales into India, citing reports that Russia is helping Iran target U.S. forces in the Middle East and could benefi
What Happened
According to CNBC Top News, oil analysts are warning that prices could spike to unprecedented levels amid Middle East tensions, with one former International Energy Agency official saying “the sky is…
The Fed’s holding pattern just got a lot more complicated. While policymakers sit tight at 3.5%-3.75%, oil markets are pricing in a war premium that could force their hand — because nothing derails ca
The Federal Reserve kept rates steady at 3.75% last week, but oil surging past $100 on Iran escalation just rewrote the entire policy playbook. While Fed officials were betting on gradual disinflation, energy markets are now pricing in a sustained ri
Oil Markets Price in War Premium as Iran Conflict Escalates
The Fed kept its target rate unchanged at 3.5% through March 8th, extending a holding pattern that’s now stretched across multiple meetings. But the more interesting story isn’t what the Fed did — it’
The Federal Reserve left its benchmark rate unchanged at 3.75% (upper bound) this week, maintaining the 3.5%-3.75% target range that’s been in place since the last adjustment. But the more interesting story isn’t what the Fed did — it’s what the bond
When Oil Supply Chains Become National Security Issues
The Fed’s target rate sits unchanged at 3.5% for the sixth straight day, marking what appears to be a deliberate pause in monetary policy. But calling this a “pause” misses the bigger story: at 3.5%,
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