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Another supply shock for the Fed

5 March 2026 17:20 RaboResearch

While the Fed is still waiting for the effects of the negative supply shock from the tariffs to subside, a second supply shock – from higher oil prices – is expected to hit the US economy.

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Marketing communication / Non-Independent Research. This publication is issued by Coöperatieve Rabobank U.A., registered in Amsterdam, and/or any one or more of its affiliates and related bodies corporate (jointly and individually: “Rabobank”). Coöperatieve Rabobank U.A. is authorised and regulated by De Nederlandsche Bank and the Netherlands Authority for the Financial Markets. Read more