Oil is moving. The risk premium is not going away.
Recovering export volumes can coexist with expensive fuel when infrastructure risk, inventories, and the cost of moving a barrel remain under pressure.
THE NORTHGATE DESKS
Economy & Markets
The numbers behind the narrative, and what they can tell us about households, business, and economic decisions.
OPENING EDITION · 03 CONTRIBUTIONS
Wall Street’s test: expensive energy meets expensive money.
An oil shock and higher bond yields can pressure corporate margins and the price investors are willing to pay for future earnings at the same time.
Inflation is 3.7%. The household story is more complicated.
September’s price data show why a single national number cannot describe every family’s financial reality.