David Feldman
David Feldman
@davidfeldman·310K subscribers·6.3K videos

If We're Lucky It's Just a Recession: IMF, Stagflation, and the Bab el-Mandeb Threat

Posted

April 22, 2026

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The IMF says “if we’re lucky” the world will only enter a global recession with 2% growth decline. The Bank of England warns of massive inflation at the same time. That’s stagflation — and it hasn’t happened since the 1970s.

Central banks are refusing to cut interest rates because cheap money fuels inflation. Donald Trump is demanding lower rates as the “king of debt.” But the real danger is the Bab el-Mandeb Strait.

Houthis have now threatened to shut it down — just like they did with Hormuz — unless Israel withdraws from southern Lebanon. 30% of the world’s container shipping passes through this narrow choke point to reach the Suez Canal.

Oil companies have already made an extra ~$20 billion in one month from rising petroleum prices. If the strait closes? We’re not looking at recession anymore. We’re looking at a global depression with astronomically priced commodities.

In this video I show you the maps that explain why wars are really fought, why your gas and grocery prices are about to spike, and why central banks are now powerless.

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#GlobalRecession #Stagflation #BabElMandeb #recession #IMF #inflation #oil #commodities #FederalReserve #BankOfEngland #BabElMandeb #shipping #geopolitics

Guests & Subjects Covered

The IMFThe BankDonald TrumpStrait HouthisSuez Canal OilEngland RecessionStagflation What Is StagflationFed Showdown Bab

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