US: Energy insulation but higher inflation pressures – Deutsche Bank

Deutsche Bank economists argue that the US is relatively shielded on growth from the current energy shock due to its net energy exporter status, but still faces a notable inflation impulse.
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Oil: Higher prices with prolonged Gulf disruption – Rabobank

Rabobank strategists Michael Every, Florence Schmit and Joe DeLaura note that Brent crude has surged as Middle East conflict intensifies and the Strait of Hormuz remains effectively closed.
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