Inflation and Supply Chain Disruptions

Inflation and Supply Chain Disruptions Chart suggesting that supply chain disruptions have no material impact on inflation. Image: J.P. Morgan

Oil Market Disruption

Oil Market Disruption This chart suggests that “the oil market can cope with a larger Saudi disruption for several months.” Image: Goldman Sachs Global Investment Research

Major Oil Supply Disruptions

Major Oil Supply Disruptions As a reminder, disruptions in the oil market have always led to higher oil prices. Image: BofA Merrill Lynch Global Research

Real S&P 500 Index

Real S&P 500 Index While geopolitical events can cause significant short-term market disruptions, their long-term impact is usually limited, and markets frequently rebound and continue their upward trajectory. Image: Real Investment Advice

WTI Oil Prices in Real Terms

The Cost of a Barrel of Oil in Real U.S. Dollar Terms While short-term oil price shocks can create significant economic disruptions and drive inflation higher, oil prices over the long run typically track the general rate of inflation. Image: Deutsche Bank

Brent Crude Oil Prices – Biggest Weekly Jumps

Brent Crude Oil Prices – Biggest Weekly Jumps Fueled by a sudden escalation in Middle East conflict and concerns over major supply disruptions, Brent crude oil prices experienced one of their biggest weekly gains since 1988. Image: Deutsche Bank

S&P 500 Index Performance After Geopolitical and Major Historical Events

S&P 500 Index Performance After Geopolitical and Major Historical Events While geopolitical events may cause short-term market disruptions, markets have historically shown resilience and recovered over time, especially beyond the usual 12-month tactical window. Image: Carson Investment Research