The Iran Energy Premium Hitting Global Inflation

Lucas and Luna unpack the surprising economic ripple effects of the Iran conflict on global inflation. With wholesale prices surging 1.1% in May on energy costs and the ECB hiking rates for the first time since 2023, they explore how geopolitical risk is embedding a new 'energy premium' into supply chains. Using the UK's 0.1% GDP contraction in April as a case study, they explain why this is different from past oil shocks and what it means for the Fed's next move. Plus, a thoughtful look at why ad-free shows like this rely on listener support at buy me a coffee dot com slash fexingo. #IranConflict #EnergyInflation #WholesalePrices #ECBHike #GlobalInflation #GeopoliticalRisk #SupplyChain #UKGDP #OilShock #FedPolicy #CoreInflation #Economics #BusinessPodcast #FexingoBusiness #CentralBanking #InflationOutlook #EnergyPremium #PodcastEpisode Keep every episode free: buymeacoffee.com/fexingo