Possible scenario
Demand Destruction Emerges
−1.9%
High prices begin to curb demand faster than expected, especially in Asia and Europe, reducing the pace of inventory depletion. This path caps crude prices but worsens the macro growth outlook as fuel-intensive industries cut output and consumers retrench.
What it moves
- Industrials−2.1%
- Energy−1.9%
- Riskier companies' borrowing costs
- Market volatility
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