Goldman CEO Warns High Oil Prices May Shift Consumer Behavior by H2 2026
📉 MARKETS — Wall Street's top banker is telling you the war premium is now a demand destroyer. 📌 LOOK CLOSER: When Goldman's CEO flags behavioral shift, it's a demand destruction signal, not a forecast. With Brent near $94 and Hormuz partially closed, consumer pullback in H2 compounds the slowdown already flagged by Indian corporates and Japan's yen stress. For Tehran, weaker demand erodes the oil-price leverage underpinning its Hormuz strategy.
