Robin Brooks

speaker

308 appearances 6 recordings 3 series first heard Feb 2026 last heard 20 Aug

Robin Brooks’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Aug 2026 with 3.

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Marketplace · A shock to the oil system · 23 Mar 2026 podcast

consumer.

You know, oil prices are a function of two things, a physical shortfall in the market now and

So that's the de facto closure of the Strait of Hormuz or severe encumberment.

And then second of all, there's a big expectations component, which is basically the market guessing how long will it take for the Strait of Hormuz to reopen tomorrow, the week after, the month after, three months from now.

And today, the market basically said, okay,

This pronouncement from the president means this conflict is going to be a lot shorter.

And so therefore, my expectations component, I'm going to rein that in.

And so that's the reason that the market rallied today.

Yeah, Kai, I think that's a really important point.

I think we all have a little bit of trauma from 2021 and 2022 when inflation rose so much that

after a decade when inflation was almost written off.

And of course, the Federal Reserve also was slow to recognize that inflation shock.

But I think a bunch of things are different now.

2021, 2022, we were obviously recovering from COVID.

The global economy was gunning.

That's not at all the situation now.

We don't have the kind of fiscal stimulus that we had then.

And so the global economic picture is genuinely weaker now.

And if at the end of the day, we're talking about a conflict that is a matter of one month or something like that, then I think the case for transitory is stronger.

Definitely the threat to global growth.

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