Episode Details

Markets are facing renewed pressure as rising energy prices collide with a more hawkish tone from central banks around the world.

In this episode of Markets with Megan, Verdence CIO Megan Horneman explains how persistent oil prices near $100 per barrel are beginning to shift the narrative, not just for markets, but for central bank policy. What started as a geopolitical shock is now evolving into a broader concern around inflation and interest rates.

Megan walks through the latest commentary from Federal Reserve Chair Jerome Powell, along with signals from the European Central Bank and Bank of England, all pointing toward a more cautious — and potentially more restrictive — policy stance. Markets are now pricing out rate cuts for 2026, and even beginning to consider the possibility of rate hikes returning to the table.

She also explains how this shift is impacting markets in real time — from rising Treasury yields and inflation expectations to weakness in equities and profit-taking across previously strong areas like gold. As inflation concerns build, investors are reassessing risk across asset classes.

📊 Could persistent oil prices and rising inflation expectations force central banks to stay tighter for longer — or even raise rates again? Watch now for Megan’s perspective.

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https://youtu.be/gJ4_kZi7q6w

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