Telis Demos

speaker

1,116 appearances 8 recordings 1 series first heard Jul 2026 last heard 20 Sep

Telis Demos’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in Aug 2026 with 4.

Appearances

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WSJ's Take On the Week · Why Oil Prices Could Hit a Breaking Point by Year End · 2 Aug 2026 podcast

Because that real interest rate, which is the difference between – matched

what people's long-term inflation expectations are and what longer-term bonds are yielding has been pretty wide. matched

Inflation, like you said, you know, people, the market still expects that in the 2%-ish neighborhood for the long term. matched

But now, you know, some bonds are yielding almost 5% so that you're getting maybe a 3% gap, which is historically very attractive, which makes people want to own the dollar and not own as much gold. matched

And Rukai, remind us the difference between what's measured in core CPI versus the headline that you're talking about. matched

All right, Rukaiya, thank you so much for joining us. matched

It's been really interesting to kind of look through the volatility in the oil market, which is what we sort of talk about every day, right? matched

Exactly, to look through that and say, okay, but what's really happening under the hood and how is the global energy system being rewired? matched

So this perspective has been really interesting. matched

Thank you so much for joining us. matched

And that's everything you need to know to take on your week. matched

This show is produced by Alexis Moore, Michael LaValle, and Pierre Bien-Aimé, with production support from Anthony Bansi. matched

Michael LaValle is our sound designer. matched

He also wrote our theme music. matched

Aisha Al-Muslim is our development producer. matched

And Chris Zinsley is our deputy editor. matched

For even more, head to WSJ.com. matched

I'm Telus Demos. matched

And I'm Dave Uberti. matched

Until next time. matched

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