Will Commodity Prices Drive Inflation Even Higher?

Will Commodity Prices Drive Inflation Even Higher?

It’s safe to say the macro environment is unsettled right now, to an extent not seen in decades, and financial markets are correspondingly volatile. Crude oil prices are now down nearly 30% from recent highs, as investors weigh the demand impact of new COVID-19 lockdowns in China against supply constraints owing to the Russia-Ukraine war. Wheat has also backed off but is still up nearly 40% since Russia invaded Ukraine. The Labor Department reported this morning that the Producer Price Index for February was up 10% year over year and 0.8% month over month, as recent spikes for energy and food inputs promise a “faster for longer” rate of rise. Still, the major U.S. equity indexes were all trading more than 1% higher through midday. This is all prelude to Wednesday’s monetary policy announcement by the Federal Open Market Committee. Inflation is the main enemy for the Federal Reserve. But global stress – heightened by reported talks between Saudi Arabia and China about the former accepting the yuan in payment for oil rather than the U.S. dollar – must be weighing on Jerome Powell and company. Tony Greer, founder of TG Macro and editor of The Morning Navigator, joins Warren Pies, founder of 3Fourteen Research, to discuss the impact of war in Eastern Europe on commodity and financial markets and how policymakers are likely to try to manage it all. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3KKXSai Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2083)

Fed Decision Anticipation, JOLTS Expectations, and Germany’s Trade Surprise: PALvatar Market Recap, December 09 2025

Fed Decision Anticipation, JOLTS Expectations, and Germany’s Trade Surprise: PALvatar Market Recap, December 09 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar ⬜ In today’s update, Pa...

9 Joulu 20253min

All Eyes on Rate Cuts? | Macro Mondays: December 8, 2025

All Eyes on Rate Cuts? | Macro Mondays: December 8, 2025

🔥 Cyber Monday chance here: https://rvtv.io/4ps8gYF Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Rese...

8 Joulu 202534min

Fed Rate Cut Odds, Global Data Surprises, and Crypto Momentum: PALvatar Market Recap, December 08 2025

Fed Rate Cut Odds, Global Data Surprises, and Crypto Momentum: PALvatar Market Recap, December 08 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar ⬜ In today’s update, Pa...

8 Joulu 20255min

Are We in an AI Bubble? | REKT Vision (December 05, 2025)

Are We in an AI Bubble? | REKT Vision (December 05, 2025)

🔥 It's still Black Friday on Real Vision. Buy smarter this year. Up to 50% off now: https://rvtv.io/44vFiz1 This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newslette...

5 Joulu 20251h 3min

Inflation Jitters, Labor Market Relief, and Global Economic Bright Spots: PALvatar Market Recap, December 05 2025

Inflation Jitters, Labor Market Relief, and Global Economic Bright Spots: PALvatar Market Recap, December 05 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar ⬜ In today’s update, Pa...

5 Joulu 20254min

US Jobs Slump, Fed Cut Odds, and Ethereum’s Fusaka Upgrade: PALvatar Market Recap, December 04 2025

US Jobs Slump, Fed Cut Odds, and Ethereum’s Fusaka Upgrade: PALvatar Market Recap, December 04 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar ⬜ In today’s update, Pa...

4 Joulu 20255min

Trading the Markets: December 03, 2025

Trading the Markets: December 03, 2025

Real Vision's Kris Bullock and Bijan Maleki are back to break down the charts and highlight their favorite Real Vision trade ideas before taking questions from the audience. Tune in every Wednesday at...

3 Joulu 202527min

Stablecoin Risks, Global PMI Strength, and Crypto’s $3T Rebound: PALvatar Market Recap, December 03 2025

Stablecoin Risks, Global PMI Strength, and Crypto’s $3T Rebound: PALvatar Market Recap, December 03 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar ⬜ In today’s update, Pa...

3 Joulu 20255min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
herrasmieshakkerit
ostan-asuntoja-podcast
rss-seuraava-potilas
rahapuhetta
rss-20-30-40-podcast
taloudellinen-mielenrauha
pomojen-suusta
rss-lahtijat
rss-karon-grilli
rss-inderes-femme
rss-myynnilla-on-asiaa-kert-kenner
rss-draivi
rss-startup-ministerio
rss-bisnesta-bebeja
rss-vaikuttavan-opettajan-vierella