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Fed Policymakers Cautious Over Rising Gas Price Concerns

Fed Policymakers Cautious Over Rising Gas Price Concerns

Bloomberg News Economics Editor, Michael McKee, joins Bloomberg's David Gura and Christina Ruffini to discuss recent comments from Tom Barker of the Richmond Fed regarding the impact of rising gasoline prices on the US economy. The Federal Reserve is aware that lowering interest rates will not reduce gasoline prices and could instead fuel inflation, so they are monitoring for secondary effects on the broader economy rather than reacting directly to fuel cost changes.

Mar 07, 2026 10:57 AM youtube.com
Operation Chartstorm: Charts You Have To See This Week

Operation Chartstorm: Charts You Have To See This Week

The US faces a looming working-age population shortage, with net immigration sharply declining and birth rates falling, threatening future economic and real estate growth. Senior housing and healthcare REITs like WELL and CTRE are outperforming, reflecting the secular shift toward an old-age dominated economy and consumption patterns. The AI infrastructure capex boom is accelerating, benefiting semiconductor and tech hardware companies, while raising questions about the sustainability of private AI developers' cash burn.

Mar 07, 2026 08:15 AM seekingalpha.com
This Week's Market Wrap: Energy, Defense Stocks Take The Lead As Oil Prices Spike Higher

This Week's Market Wrap: Energy, Defense Stocks Take The Lead As Oil Prices Spike Higher

Escalating conflict between the U.S., Israel, and Iran pushed crude oil above $90 per barrel and created significant cross-asset volatility, with energy and defense stocks benefiting while travel and transport names came under pressure. Despite macro turbulence, strong demand signals across AI hardware and software - from companies like NVIDIA, Broadcom, and Marvell - helped stabilize technology leadership and drove rebounds in semiconductors and enterprise software.

Mar 07, 2026 12:30 AM seekingalpha.com

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