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How U.S. Retailers Are Absorbing The Fuel-Price Shock
How U.S. Retailers Are Absorbing The Fuel-Price Shock
We have diligently tracked the Gulf-related fuel-price shock hitting the American consumer, with prices rising at the fastest rate in three years, personal savings depleted, and spending still running hot, a trend Goldman flags as increasingly troubling for the broader economy. This cocktail has revived uncomfortable memories of the 1970s: higher energy costs, squeezed households, and a consumer still spending into weakness.
But another important area of coverage is how companies are faring as freight, fuel, and supplier costs, along with tariff pressures,...
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Apr 30, 2026 / Kyle Anzalone
Iranian Supreme Leader: The Future of the Persian Gulf Will Be Without the US
In a rare statement, Iranian Supreme Leader Ayatollah Mojtaba Khamenei said that the future of the Middle East will be “bright” without the US. “A new chapter for the Persian Gulf and the Strait of Hormuz is unfolding,” Khamenei wrote in a multi-post statement on his X account. “The brilliant future of the Persian Gulf […]
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Mar 27, 2026 / Tyler Durden
Will QatarEnergy's LNG Fiasco Derail Goldman's Prewar View Of A Mega LNG Wave
Will QatarEnergy's LNG Fiasco Derail Goldman's Prewar View Of A Mega LNG Wave
Global energy flows are being rewired across Eurasia as the Russia-Ukraine war and the latest U.S.-Iran conflict disrupt Gulf energy flows in what may be the worst energy shock on record.
One major new development is that roughly 20% of global LNG flows remain shut in the Gulf region because of the Hormuz chokepoint, with QatarEnergy warning last week that 17% of its LNG export capacity could be offline for three to five years.
That brings us to Goldman commodities...
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Jun 16, 2026 / Tyler Durden
Hardline Israeli Politicians Livid Over Iran Deal, Want Netanyahu Out So They Can Do 'Real Regime Change'
Hardline Israeli Politicians Livid Over Iran Deal, Want Netanyahu Out So They Can Do 'Real Regime Change'
Former Prime Minister Naftali Bennett didn’t mince words on Monday: the clock for regime change in Iran starts ticking the moment Israel gets a new government.
Chairman of the “Together” party and former Prime Minister Naftali Bennett speaks during a press conference at the Knesset in Jerusalem, May 20, 2026. (photo credit: YONATAN SINDEL/FLASH90)
Speaking at the Knesset, Bennett unloaded on Prime Minister Benjamin Netanyahu’s leadership, declaring that his term "began with a civil war, continued...
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