About this episode
As tensions rise in the Middle East and oil prices jump, central banks from the Fed to the ECB are reworking their inflation math once again. The fresh oil shock is reshaping rate expectations—while hidden risks in private credit and software debt bubble up in the background.
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Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi
Sound engineering and music by Sebastian and Josh Sommer
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