# From Oil Shock to Policy Dilemma

Page: https://stenobird.com/podcast/macro-pulse-6609925/from-oil-shock-to-policy-dilemma
Text version: https://stenobird.com/podcast/macro-pulse-6609925/from-oil-shock-to-policy-dilemma.md
Podcast: [Macro Pulse](https://stenobird.com/podcast/macro-pulse-6609925)
Published: 2026-04-09T12:14:59+00:00
Episode link: https://haveranalytics.podbean.com/e/from-oil-shock-to-policy-dilemma/
Audio file: https://mcdn.podbean.com/mf/web/gfyxre3vyky6spyh/COTW_April_9-esv2-71p-bg-24p-music-50p7t5el.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/macro-pulse-6609925/episodes/from-oil-shock-to-policy-dilemma
Duration seconds: 691

## Resource

Signs of de-escalation in the Middle East have triggered a relief rally across financial markets—equities higher, yields retracing, volatility easing. But beneath the surface, the macro story is far from settled. In our Charts of the Week, we explore how the shock is beginning to ripple through markets, policy expectations and the real economy: • Global growth and inflation surprises• Shifting monetary policy expectations• Energy shocks and central bank reaction functions• Real yields vs inflation expectations• Diverging electricity prices• Structural differences in energy capacity

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/macro-pulse-6609925/episodes/from-oil-shock-to-policy-dilemma/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/macro-pulse-6609925/from-oil-shock-to-policy-dilemma.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.