# Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot

Page: https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-355-phil-suttle-on-oil-market-shocks-inflationary-ai-and-the-fed-s-hawkish-pivot
Text version: https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-355-phil-suttle-on-oil-market-shocks-inflationary-ai-and-the-fed-s-hawkish-pivot.md
Podcast: [Macro Hive Conversations With Bilal Hafeez](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900)
Published: 2026-04-24T08:29:00+00:00
Episode link: https://macrohive.libsyn.com/ep-355-phil-suttle-on-oil-market-shocks-inflationary-ai-and-the-feds-hawkish-pivot
Audio file: https://traffic.libsyn.com/secure/macrohive/MH_w_SUTTLE2.mp3?dest-id=1929056
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JSON: https://stenobird.com/v1/public/podcasts/macro-hive-conversations-with-bilal-hafeez-524900/episodes/ep-355-phil-suttle-on-oil-market-shocks-inflationary-ai-and-the-fed-s-hawkish-pivot
Duration seconds: 2582

## Resource

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor , the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we talk about: The Oil Price Shock and "Negative Supply Curve" Impact US Economic Stagnation and Population Seismic Shift AI as a Short-Term Inflationary Impulse The Fed's Potential Hawkish Pivot European and Japanese Central Bank Outlooks China's Resilience and the "Thucydides Trap" Market Rotations and the "Safe Asset" Shift US Midterms and Trade Tensions

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## Transcript

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