Oil Shock and Mortgage Rates Update

About this episode

The episode discusses the impact of oil shocks and geopolitical conflicts on mortgage rates and the bond market.

Oil Shocks, AI Disruption, and the Markets Navigating Uncertainty From Corona, California, and Newport Beach, KP checks in during a week where geopolitical conflict, oil supply disruptions, and economic data collided to create a confusing moment for markets. Normally, global conflict triggers a flight to quality that pushes bond yields lower and improves mortgage rates. But this time, the bond market reacted differently because the shock came from the oil supply chain—reviving concerns about...

People in this episode

Host: Kevin Peranio

Topics covered

• oil supply disruptions
• mortgage rates
• geopolitical conflict
• economic uncertainty
• bond market reactions

Keywords

• oil shocks
• mortgage rates
• bond yields
• geopolitical conflict
• economic data
• market uncertainty

Mentioned in this episode

Places: California, Newport Beach

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