Oil Prices: Level or Change?
Original Report
Talking about the Iran war in macro class yesterday, a student asked if the oil price increase seen to date constituted an “oil shock”. I answered, in terms of price increase so far, not yet, and...
Talking about the Iran war in macro class yesterday, a student asked if the oil price increase seen to date constituted an “oil shock”. I answered, in terms of price increase so far, not yet, and terms of level, oil prices are still fairly low. However, it then occurred to me that there is a […]
Glass House Analysis
Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.
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
Amazon's Bahrain data center targeted by Iran for support of U.S. military, state media says
Amazon said the Bahrain facility was damaged due to a nearby drone strike, and two data centers in the UAE were directly hit by drones.
Broadcom beats on earnings and guidance as AI revenue doubles
Broadcom's AI revenue jumped 106% as the company continues to be a big beneficiary of the boom in infrastructure spending.
BlackRock’s target-date funds are about to get riskier. Here’s what you need to know.
Hiking risk between the ages of 45 and 60 could result in greater retirement wealth about 75% of the time, the asset manager said.
Here are 6 reasons why stocks may shake off Iran fears and move higher in March
Seasonality, options-market positioning and a handful of other factors bode well for stocks, according to Citadel Securities