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JW
Jennifer Welch
Bloomberg Economics (chief geoeconomics analyst)
First call on the ledger
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On the US-Iran war and the Houthi threat to Red Sea shipping. She says 'what we're in now is an escalation spiral with the United States and Iran both looking to gain leverage' @17:24, and asked if it gets worse before it gets better answers 'I think it will. And I don't know that it will actually ever get better.' @17:59. Earlier she calls the Houthi Red Sea threat 'yet another point of economic pain for the global economy' @15:43. The Jul 22 tape covers the same war via Onur Ant, a different speaker, so both are filed once.
“we are likely to land ourselves in what we're referring to as a low-intensity protracted conflict or a forever war”
WTI crude since this was said: ▲ +2.4% · 84.91 → 86.95 · as of 2026-07-22
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