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Show Notes
The energy price shock is finishing its fourth week and the risks of material macro damage are rising. Until then the baseline of Brent oil prices that hold at current levels through midyear and then moderate by year-end makes for a lot of debate (both "should" and "will") about central bank reactions.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 27 March 2026.
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