CL=F Spike Risk to $300 Tests Fed Transmission as Warsh Takes the Chair

A Bloomberg analyst's $300 oil scenario, even as the first tanker exits Hormuz, keeps the inflation risk premium embedded in GC=F and G7 debt while $50T in safe-haven assets reprice. Emerging-market currencies including the rupee and won are seeing capital flight, complicating the rate-cut path and weighing on EURUSD=X