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Recent Posts by josephine

NBC’s Angelo Katsoras warns an Iran conflict may disrupt oil and gas, threatening Hormuz and infrastructure

National Bank warns Iran conflict could disrupt energy supplies, mining Hormuz and attacking Kharg, triggering lasting price shocks.

Miran said oil-price rises haven’t shifted inflation expectations; he expects target inflation within a year, despite labour worries

Fed’s Miran says oil hasn’t shifted inflation expectations; no wage-price spiral evidence; policy could ease by one point.

The Dallas Fed’s US manufacturing business index fell from 0.2 to -0.2 during March, slipping marginally

Dallas Fed Manufacturing Business Index slipped to -0.2 in March, down from 0.2 the previous month.

BNP Paribas expects 2026 US growth above trend, 2.7% GDP, 3.1% inflation; Fed holds 3.5–3.75%

BNP Paribas sees stronger 2026 US growth, sticky inflation, steady Fed rates, and a weaker dollar.

Societe Generale says markets expect 70bp BoE easing in 2026, though officials resist; no cuts expected this year

UK markets price 2026 BoE cuts, but SocGen sees none; inflation near 3–3.5% persists.

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