On Hold And On Guard - Central Banks Watch Out For Inflation

Alex and Selim talk about a volatile mix of central bank divergence and geopolitical escalation. The Fed held rates but recorded four dissents signaling that the incoming Warsh era will not succumb to political pressure. The UAE's exits OPEC sending a message that went well beyond oil quotas. With the ECB turning hawkish, the BoJ divided, and oil-importing emerging markets under growing strain, the global economy is increasingly caught between a resilient US and an energy shock with no clean exit in sight.