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The Year the Easy Narrative Broke
Episode 762
Published 7 months, 3 weeks ago
Description
As trading begins today, markets are trying to process two things at the same time: a war that is tightening its grip on global energy routes and an economic calendar that refuses to wait politely in the background. Oil prices are rising again, shipping through the Strait of Hormuz has been severely disrupted, and investors are wondering whether the Federal Reserve will soon face an uncomfortable choice between supporting growth and fighting inflation.
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