Gas Price Expectations Jumped Again
Markets and households were interpreting the same energy shock in very different ways.
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Energy & Inflation
Coverage of oil, energy, inflation expectations, and the portfolio impact of supply shocks.
Oil Above $110 Changed the Setup
Sustained energy prices started to affect inflation, margins, and rate expectations.
Oil Above $110 Changed the Setup Read More »
How Gas Prices Shifted the Inflation Conversation
Oil stopped being just a commodity story and started changing inflation expectations.
How Gas Prices Shifted the Inflation Conversation Read More »