Episode Details

Oil has crossed the $100 threshold—and the market’s carefully constructed narrative is beginning to crack.

In this episode of Market Pulse, we examine how the energy shock is reigniting inflation fears, reshaping interest-rate expectations, and forcing investors to unwind crowded positions across technology and AI-linked equities.

We break down the surge in crude, the pressure building in rates, the mechanics behind the tech liquidation, and where capital is moving as investors reassess growth, inflation, and geopolitical risk.

Is this another temporary selloff—or the beginning of a broader market regime change?

Market Pulse delivers the essential moves, flows, and signals shaping global markets.

Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.