Roukaya Ibrahim
speaker
167 appearances
1 recordings
1 series
first heard Aug 2026
last heard 2 Aug
Roukaya Ibrahim’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.
Appearances
So I think that there probably is going to be this delay.
whereby we see crude prices decline.
And even though refined products will also decline, but the decline in crude prices is going to be much more aggressive.
And I think that that will sort of lead to relatively higher refined product prices for a bit longer.
I mean, if you take a look at, for example, the national average retail gasoline price in the U.S.
today, it's above $4 a gallon.
And I think that, you know, it...
You know, it's probably going to fall below that level, but it's not going to come back down to where it was prior to the crisis as quickly as crude prices will.
So I think, yeah, we could probably U.S.
consumers will probably face that higher refined product prices for longer.
Yeah, so that's a great question.
I think ultimately the base case, my base case, is that what we're seeing in terms of the disruption to the oil market is temporary.
You know, it's creating, of course, a lot of disruption in the near term, and that will translate into higher headline inflation.
But ultimately, what matters is core inflation.
And in order to see those like, you know, sort of second order effects, spillover effects into core inflation, we would have to have a relatively prolonged period, I think, of higher prices, higher energy prices.
Of course, that is possible.
But at this point, you know, I wouldn't say that it's the base case.
So I think that for now, I would say that
You know, the disruption that we're seeing is translating into higher headline inflation, but not yet core.
And, you know, I think that it's probably going to stay that way.
Showing 101–120 of 167 · page 6 of 9
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