Marketplace Break glass in case of oil price shock
6 snips
Jun 18, 2025 Weston Labar, Chief Strategy Officer at Waterfront Logistics, dives into the complexities of supply chain challenges amidst rising oil prices due to Middle East tensions. He discusses how oil shock could pressure the Federal Reserve into action and reviews the impact of shifting tariffs on logistics. Additionally, Labar shares insights on how evolving economic conditions affect local businesses and the implications of AI on job security, emphasizing the need for adaptable strategies in an unpredictable economy.
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Fed's Cautious Monetary Stance
- The Fed is adopting a wait-and-see approach due to uncertainty around tariffs' economic impact.
- It remains prepared to respond promptly as data on inflation, unemployment, and growth evolve.
Fed's Oil Shock Lessons
- The Fed learned from the 1970s oil shock that inflation expectations must stay anchored.
- Recent oil price spikes affected inflation urgency but stable expectations now reduce immediate concern.
Supply Chain Volatility at Ports
- Port logistics suffer from erratic trade policies causing flow disruptions and labor inconsistencies.
- Local businesses and workers face challenges adapting to these supply chain volatility cycles.
