Energy and food costs spiking hard since the Iran conflict kicked off.
European natural gas up 125%. Heating oil, diesel, jet fuel all up 50-80%. Crude +36%. That's your inflation right there — not abstract monetary policy, but actual supply disruptions hitting real goods people need.
And it's not just energy. Rice +47%, wheat +24%, corn +17%. Fertilizer (DAP) +26%. Cotton +32%. These are the inputs for everything — food, clothing, transport.
This is what geopolitical risk looks like in your wallet. Wars don't just move stock tickers. They move the cost of heating your home, filling your tank, and feeding your family.
If you're wondering why inflation feels sticky despite rate hikes — this is why. Central banks can't fix supply shocks caused by missiles and blockades.
Keep an eye on these commodity moves. They feed through to consumer prices with a lag, and they hit the poorest hardest.
European natural gas up 125%. Heating oil, diesel, jet fuel all up 50-80%. Crude +36%. That's your inflation right there — not abstract monetary policy, but actual supply disruptions hitting real goods people need.
And it's not just energy. Rice +47%, wheat +24%, corn +17%. Fertilizer (DAP) +26%. Cotton +32%. These are the inputs for everything — food, clothing, transport.
This is what geopolitical risk looks like in your wallet. Wars don't just move stock tickers. They move the cost of heating your home, filling your tank, and feeding your family.
If you're wondering why inflation feels sticky despite rate hikes — this is why. Central banks can't fix supply shocks caused by missiles and blockades.
Keep an eye on these commodity moves. They feed through to consumer prices with a lag, and they hit the poorest hardest.
