Ken Wattret
speaker
312 appearances
3 recordings
1 series
first heard Jun 2026
last heard 11 Jul
Ken Wattret’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 2.
Appearances
and they can use it to mitigate the effects of higher energy prices on households and businesses.
Also, some central banks may be more inclined to look through the energy shock.
Others may be inclined to tighten monetary policy, as we've already discussed.
And another thing that we need to consider is how economies were generally faring before the energy shock happened.
If we look at Western Europe, many of the major economies were really struggling to generate any growth before the conflict began.
And that leaves them relatively vulnerable.
people to being tipped into recession.
We're watching a wide variety of indicators.
As I already highlighted, there are a range of different factors that we need to consider to determine an economy's sensitivity to an oil shock.
To reflect those, we've created vul vulnerability indexes, which include a wide variety of metrics, including some of those we already discussed, reliance on energy supplies from the Gulf sensitivity to trade.
Trade, supply chain disruptions, and so on.
They're a very helpful gauge in identifying which countries are most at risk.
We also need to monitor the flow of economic data, obviously, and the purchasing managers indices that we produce each month are very helpful because they tell us almost in real time what's happening to a wide range of different areas of the economy, including output, prices, delivery times, labour market.
market conditions and so on.
And since the conflict started, they've consistently indicated that firms' input costs are soaring.
That can take some time to become apparent in official inflation data.
So it's really helpful to have those PMIs giving us a sense of what's happening quickly.
Regarding growth trends, as one would expect, given the differences in sensitivities, the impacts in the PMI data have not been uniform so far.
Low growth net energy importing economies in Europe are struggling, whereas net energy exports.
Like the US show much less economic fallout.
Showing 61–80 of 312 · page 4 of 16
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