Tag: Iran war
Central bankers are pushing back against the ‘War? Sh!’ strategy — why look-through may no longer be a good idea
Federal Reserve governor Chris Waller on Friday cast serious doubt on the textbook look-through strategy to handle the Iran War-induced inflationary pressure — or what we fashionably called the "War? Sh~" strategy. And he is not the only central banker who has expressed reservations.
This is why the Fed can afford to look through the Iran War energy shock
The vacancy-to-unemployed ratio currently stands at 0.91 — meaning there are fewer open jobs than unemployed workers. At the peak of post-COVID labor market tightness, that ratio exceeded 2. This structural difference is the strongest argument the Fed has for looking through the Iran War energy shock.
Bank of Canada turns more ‘two-handed’ as ‘Stag’ vs ‘flation’ risks roughly balanced following Hormuz blockage
The Bank of Canada on Wednesday held its policy interest rate unchanged at 2.25%, which is exactly what the market expected. The focus is now on the central bank's assessment of the Iran War's impact on the economy.
From Suez to Hormuz: Anatomy of an Empire's Reckoning
In March 2026, as Iranian drones set merchant vessels ablaze in the Strait of Hormuz and Brent crude breached one hundred dollars a barrel, a comparison began circulating with increasing frequency across social media, newsrooms, and academic commentary: this is America's Suez moment.