Will central banks look through the global energy supply shock?

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Will central banks look through the global energy supply shock?

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Will central banks look through the global energy supply shock? In today’s Macro Minute, Darius explains why the answer is yes—for now—but with a key caveat: policymakers are turning marginally more hawkish, meaning investors should not expect a safety net if conditions deteriorate. Despite resilient growth and accelerating AI-driven productivity, sticky inflation and rising policy uncertainty are tightening the margin for error.

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