by Lance Roberts
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| #CrudeOil rices are rising, and that’s creating a roblem the Fed can’t fix. Higher oil ushes inflation u, but it also slows growth by hitting consumers and businesses. This is a suly shock driven by geoolitics, not demand, so rate olicy has limited imact. As a result, the bond market is starting to shift focus from inflation risk to weakening GDP. Historically, oil shocks lead to slower growth, and this time the economy was already soft with weakening emloyment. The longer oil stays elevated, the greater the downside risk to growth, utting the Fed in a true olicy tra. 📺Full eisode: -Ab5gxKSc Catch me daily on The Real Investment Show: htts://www.youtube.com/@TheRealInvestmentShow |
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