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Macro Voices
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MacroVoices #533 Morgan Downey: The Return of Oil 101

1 tim 23 min•21 maj 2026

MacroVoices Erik Townsend & Patrick Ceresna welcome, Morgan Downey. They discuss the ongoing crisis, with Morgan warning that all buffers and safety margins have been exhausted, explaining why a Strait closure lasting another month could drive oil prices to $150–$200, and exploring several other critical dimensions of this rapidly evolving situation. https://bit.ly/3Pe3zpa

 

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MacroVoices #532 Mike Green: Record Mechanical Flows
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MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict
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MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War
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MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis
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MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
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MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis
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MacroVoices #526 Matt Barrie: Pay To PrAI
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MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit
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MacroVoices #524 Simon White: War + Inflation = More Inflation
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MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict
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