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Oil Just Said the Quiet Part Out Loud
Oil explodes at the worst time imaginable. There is no good time, of course, here in June 2025 the economy is dealing with tariffs, tariff-distortions, not to mention a noticeable amount of fragility already. Is rising oil going to spark the inflation reignition the Fed has been fearing?
Eurodollar University's conversation w/Steve Van Metre
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.