Headlines
Bloomberg MarketsTraders Bet on Two ECB Hikes This Year as Energy Prices SurgeBloomberg MarketsGold Will Have a Bumpy Road Ahead, Lyon SaysBloomberg MarketsSebastian Lyon: A 60/40 Portfolio Doesn't Work AnymoreBloomberg MarketsBitcoin Retreats From Six-Week High as Iran Conflict EscalatesBloomberg MarketsMerryn Talks Money — Live: Where Markets Meet Your MoneyBloomberg MarketsGiant IPOs From SpaceX to OpenAI Put Index Rules Under PressureFinancial TimesIran vows to retaliate against Gulf energy sites after largest gasfield hitBloomberg MarketsHow Brazil Can Chip Away at China’s Rare Earths DominanceBloomberg MarketsIran War Is a Mistake & US Congress 'Absolutely Absent' Says Rediker | The Pulse 3/18Bloomberg MarketsIran Says US, Israel Struck Giant Gas Field in the GulfBloomberg MarketsMFS Owner Raja Hit With Worldwide Asset Freeze After CollapseBloomberg MarketsBank of Canada Holds Rates, Looks Through Near-Term Oil RiskBloomberg MarketsPrices Paid to US Producers Rise on Goods, Services CostsBloomberg MarketsBond Traders Lose Faith in 2026 Fed Rate Cut on Oil, PPIBloomberg MarketsCredit Fears, Oil Surge Rattle Brazil’s New Corporate Bond SalesBloomberg MarketsTraders Bet on Two ECB Hikes This Year as Energy Prices SurgeBloomberg MarketsGold Will Have a Bumpy Road Ahead, Lyon SaysBloomberg MarketsSebastian Lyon: A 60/40 Portfolio Doesn't Work AnymoreBloomberg MarketsBitcoin Retreats From Six-Week High as Iran Conflict EscalatesBloomberg MarketsMerryn Talks Money — Live: Where Markets Meet Your MoneyBloomberg MarketsGiant IPOs From SpaceX to OpenAI Put Index Rules Under PressureFinancial TimesIran vows to retaliate against Gulf energy sites after largest gasfield hitBloomberg MarketsHow Brazil Can Chip Away at China’s Rare Earths DominanceBloomberg MarketsIran War Is a Mistake & US Congress 'Absolutely Absent' Says Rediker | The Pulse 3/18Bloomberg MarketsIran Says US, Israel Struck Giant Gas Field in the GulfBloomberg MarketsMFS Owner Raja Hit With Worldwide Asset Freeze After CollapseBloomberg MarketsBank of Canada Holds Rates, Looks Through Near-Term Oil RiskBloomberg MarketsPrices Paid to US Producers Rise on Goods, Services CostsBloomberg MarketsBond Traders Lose Faith in 2026 Fed Rate Cut on Oil, PPIBloomberg MarketsCredit Fears, Oil Surge Rattle Brazil’s New Corporate Bond Sales
Home/Bloomberg Markets
Back
MARKETS:
SPY+0.26%
DIA+0.23%
QQQ-0.14%
IWM+0.29%
GLD-0.40%
USO+1.64%
Bloomberg Marketsglobal

Jeff Currie Sees ‘Substantial’ Upside as Oil Market Rebalances

Bloomberg Markets
Wednesday, March 18, 2026 at 12:35 PM
~4 min read
Energy

Original Report

Jeff Currie, chief strategy officer at Carlyle Energy Pathways, examines the disconnect between the paper and physical oil markets and the “bumpy ride” he expects as the market begins rebalancing...

Jeff Currie, chief strategy officer at Carlyle Energy Pathways, examines the disconnect between the paper and physical oil markets and the “bumpy ride” he expects as the market begins rebalancing supply and demand, (Source: Bloomberg)

Glass House Analysis

Energy prices affect virtually every aspect of daily life—from commuting costs to heating bills to the price of groceries (which must be transported). For working families, energy represents one of the most volatile and impactful line items in their budgets. Energy policy decisions ripple through the economy, affecting everything from manufacturing competitiveness to household financial stress.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

Enjoyed this analysis?

Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.

No spam. Unsubscribe anytime.

More Stories

Economic Context

S&P 500
+0.26%
Dow Jones
+0.23%
NASDAQ 100
-0.14%
Russell 2000
+0.29%