Marketplace All-in-One Break glass in case of oil price shock
Jun 18, 2025
Weston Labar, Chief Strategy Officer at Waterfront Logistics, discusses the intricate dance of trade policies and their effects on port logistics and supply chains. He dives into the potential economic fallout of an oil price shock fueled by global conflicts, particularly in the Middle East. The conversation highlights the challenges facing logistics amidst shifting tariffs, the implications of a GOP tax bill, and the uneven impact of AI on worker productivity. A fascinating look at how these factors intertwine in today's economic landscape!
AI Snips
Chapters
Books
Transcript
Episode notes
Fed's Cautious Interest Rate Stance
- Fed Chair Jay Powell emphasizes the Fed's readiness to wait and assess economic impacts before acting on interest rates.
- Tariffs create uncertainty, demanding careful data observation rather than hasty moves.
Oil Shock Impact on Fed Policy
- Past Fed actions show oil price shocks affect consumer psychology more than actual prices.
- The 2022 oil spike urged Fed to tighten policy rapidly, stabilizing inflation expectations.
Port Logistics Disrupted by Tariffs
- Logistics expert Weston Labar describes chaotic port traffic due to unpredictable tariffs and labor availability.
- These ebbs and flows cause business continuity and worker scheduling challenges in supply chains.
