NUKZ - Staying Nimble As Energy Policy Pivots
2025-05-27 12:05:00 ET
Summary
- With global energy demand surging, many governments are recalibrating their energy policies and making waves in markets – but changes vary by region.
- U.S. stocks fell last week over higher bond yields and threats of new U.S. tariffs. We focus on actions over words as economic constraints spur policy rollbacks.
- U.S. PCE inflation this week is unlikely to reflect the full tariff impact, similar to the April CPI. But we see tariffs and a tight labor market keeping inflation sticky.
Transcript
Globally, policymakers are balancing energy security, reliability and affordability with environmental goals. That task is getting trickier as mega forces drive power demand....
Staying Nimble As Energy Policy Pivots