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Global EconomyMarket RiskInflation
Markets Rattled, Consumer Sentiment Plunges—While Trump Plays Emperor
Markets are dangerously underpricing global war risks, leading to surging inflation expectations and a looming recession, while systemic fragilities like the AI bubble and private credit markets could compound the crisis.
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Global EconomyIran WarOil Shock
New Inflation Warnings from Fed; Could Iran War Raise Prices AND Cause Recession?
This episode details a worst-case economic scenario where the Iran war, combined with an AI bubble and private credit risks, could trigger a global recession or depression, leaving policymakers with few effective tools.
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