Ally Crisera @AllyCrisera: " $SPX500 and $NSDQ100 ..."

United Kingdom

$SPX500 and $NSDQ100 Modern economies are significantly less energy-intensive than they were during the 1970s oil shocks — the oil intensity of GDP has fallen dramatically Central banks are now far more credible and proactive, meaning they can anchor inflation expectations even when energy prices spike Supply chains have diversified, and energy substitution (renewables, efficiency) acts as a natural dampener The "second-round effects" — where energy costs feed into wages and then broader prices — are less automatic than they once were, partly due to labour market changes Higher oil prices have historically translated into broader inflation with remarkable consistency, and here's why that relationship persists: Energy is embedded in everything — transport, manufacturing, food production, heating. It's not just a line item; it's a cost multiplier across the entire economy The honest synthesis is that the magnitude of the pass-through has diminished, but the direction of the relationship — higher oil leading to at least some inflationary pressure — remains robust.

Not investment advice. The author may have financial interests in the mentioned instruments.

2 Mentioned

SPX500

SPX500 Index (Non Expiry)

NSDQ100

NASDAQ100 Index (Non Expiry)

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