$100 Oil...and Counting
From Moody's Talks - Inside Economics by Moody's Analytics
March 13, 2026 · 50 min · Episode 262
About this episode
The episode discusses the impact of rising oil prices and inflation on consumer spending and economic growth amidst Middle East developments.
Mark and Marisa are joined once again by colleagues Chris Lafakis and Juan Pablo Fuentes to discuss the past week’s developments in the Middle East and whether the forecast has changed as a result. Matt Colyar joins to review the week’s release of inflation data, which show stickiness in inflation prior to the $40 jump in oil prices since the start of the year. After a review of weak reports on GDP, spending and confidence, Chris and Juan Pablo discuss how the jump in oil prices and the unprecedented supply shock will affect consumer spending and growth. The group posits their forecasts for how and when the conflict may end.
People in this episode
Hosts: Mark, Marisa
Guests: Chris Lafakis, Juan Pablo Fuentes, Matt Colyar
Topics covered
- oil prices
- inflation
- GDP
- consumer spending
- Middle East conflict
Keywords
- oil
- inflation data
- GDP
- consumer spending
- Middle East conflict
- economic growth
- supply shock
Mentioned in this episode
Places: Middle East
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