Global Data Pod Weekender: How bad could it get?

With the reversal of last week’s joint statement on opening the Strait of Hormuz and yet one more week closer to damaging quantity constraints, we reassess our adverse scenario for the outlook. Also, we consider what a Warsh Fed would look like.

Speakers:

Bruce Kasman

Joseph Lupton

This podcast was recorded on 24 April 2026.

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