Episode
Energy Shock — Early Signals, Uncertain Fallout
- Podcast
- Macro Pulse
- Published
- Mar 19, 2026
- Duration seconds
- 617
- Processing state
not_requested- Canonical source
- https://haveranalytics.podbean.com/e/energy-shock-%e2%80%94-early-signals-uncertain-fallout/
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Summary
The sharp escalation in Middle East tensions is already reverberating through global markets — pushing energy prices higher, exposing the world economy’s deep reliance on fossil fuels, and prompting a rethink of how far and how fast central banks can ease. In this week’s charts, we unpack the macro implications through: Geopolitical risk dynamics The global energy mix Energy use and real oil prices Short-end bond yield repricing European sentiment China’s investment pulse Still early days — but the direction of travel is becoming clearer.