Macro Pods
MAR 12, 2026Vox Media Podcast Network
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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.
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Geopolitical Oil Premium Ongoing tensions involving Iran create a volatile environment for energy prices, with financial incentives for strikes potentially disrupting global supply.
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Enterprise AI Shift Oracle’s recent earnings performance suggests the AI boom is successfully migrating from hardware to cloud infrastructure and software implementation.