A New Oil Shock Accelerates Return to Nuclear Power
Shocks to natural gas supplies are spurring countries in Asia and elsewhere to rethink their rejection of nuclear energy after the 2011 disaster in Fu...
Last updated: 2026-04-06 14:56:27 ET
Pulse AI Brief
Updated Apr 6, 2026 1:01 PM ET
The escalating Iran war is driving oil prices higher and triggering broad-based inflation across the U.S. services sector, which reported its steepest price pressures in four years during March. Trump's threats over the Strait of Hormuz compound supply-chain anxiety as geopolitical risk premiums embed themselves into commodity costs.
Energy stocks and inflation-hedged assets are repricing upward; bond yields are likely to remain sticky as the Fed faces renewed stagflation signals. Services firms are already curbing employment growth in response to margin compression, signaling potential weakness in labor markets despite headline strength.
A sustained oil shock from Middle East escalation could derail the soft-landing narrative and force the Fed to hold rates higher for longer. This directly contradicts market expectations for rate cuts in 2025.
Shocks to natural gas supplies are spurring countries in Asia and elsewhere to rethink their rejection of nuclear energy after the 2011 disaster in Fu...
The largest part of the economy grew a bit slower in March as the Iran war drove up oil and other prices and companies responded by reducing employme...
Oil prices slumped Monday morning after President Trump's fiery threat to Iran to reopen the Strait of Hormuz or face “hell."
Jamie Dimon warns of a “skunk at the party” in 2026 in the form of rising inflation leading to a selloff in the stock market.
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