Gene Frieda urges policymakers to abandon the old playbook before global markets force their hand.
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Economics
Jul 10, 2026
Gene Frieda
Unlike recent energy crises, today’s geopolitical shock is destroying supply rather than rerouting it, exposing the limits of the standard policy toolkit. Governments can mitigate its impact on those most exposed, but only if fiscal and monetary policy work in concert.
Gene Frieda identifies the market signals that would imply a move from fear of inflation to fear of recession.
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