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Mark Zandi

Appeared on:Prof G Markets
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MAR 12, 2026Vox Media Podcast Network

What $4 Gas Would Do to the Economy

  • Inflation Headwinds Rising gasoline prices toward the $4 per gallon mark pose a significant threat to the Fed's cooling targets and could dampen consumer sentiment.

  • Geopolitical Oil Premium Ongoing tensions involving Iran create a volatile environment for energy prices, with financial incentives for strikes potentially disrupting global supply.

  • Enterprise AI Shift Oracle’s recent earnings performance suggests the AI boom is successfully migrating from hardware to cloud infrastructure and software implementation.