Episode Details

Oil is climbing, Treasury yields are pushing higher, and the market is being forced to confront an increasingly uncomfortable combination: persistent inflation pressure alongside mounting risks to economic growth.

In this episode of Market Pulse, we break down the renewed surge in energy prices, the selloff in Treasuries, and why the two are becoming tightly linked through the inflation outlook. Higher oil prices are complicating the Federal Reserve’s path, challenging expectations for easier monetary policy and keeping borrowing costs elevated across the economy.

We examine what the move means for equities, rates, inflation expectations, the consumer, and portfolio positioning as investors reassess the probability of a genuine stagflationary regime.

The key question is no longer simply whether growth is slowing—it’s whether inflation will allow the Fed to respond.

Listen now for what the oil-and-rates shock could mean for the next major market move.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.