$100 Oil, Rising Yields, and a “Single Variable” Market

$100 Oil, Rising Yields, and a “Single Variable” Market

March 27, 2026 · 22 min · Episode 145

About this episode

Senior Economist Jose Torres discusses the impact of oil on the market and its implications for inflation and recession risk.

Oil is no longer just a commodity headline — it’s the market’s master switch. Senior Economist Jose Torres breaks down the chain reaction he’s watching in real time: crude, rates, stocks, plus what it means for inflation, the Fed, and recession risk.

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