Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor , the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we talk about: The Oil Price Shock and "Negative Supply Curve" Impact US Economic Stagnation and Population Seismic Shift AI as a Short-Term Inflationary Impulse The Fed's Potential Hawkish Pivot European and Japanese Central Bank Outlooks China's Resilience and the "Thucydides Trap" Market Rotations and the "Safe Asset" Shift US Midterms and Trade Tensions

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Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot is an episode from Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez.

This episode is 43:02 long.

This episode was published on Apr 24, 2026.

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