Macro Strategy Insights

War, Inflation, and the Neutral Rate

The probability that we see oil production targeted as part of the escalating fighting in the Middle East has increased. Academy’s General (ret.) Robeson, Rachel Washburn, and Peter Tchir discuss this in a highly viewed webinar – Risk of Further Escalation in the Middle East. The webinar was very much driven by audience Q&A, which reflects the uncertainty managers are facing when dealing with the conflict. We highlight oil, as disruptions in oil supply or production would have the largest impact on the global economy. Academy also published a number of SITREPs which can be found here. You may need ... War, Inflation, and the Neutral Rate

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