
Oil Supply Shock Could Push Inflation Higher
From KP Talks Dollars and Sense by Kevin Peranio
March 16, 2026 · 12 min · Season 4 · Episode 40
About this episode
Kevin Peranio provides a macro update on the current economic forces affecting inflation and financial markets.
Oil Shock, Housing Disinflation, and Market Fear: What’s Driving the Economy Right Now From Park City, Utah, KP checks in with a macro update on the forces currently shaping inflation, interest rates, housing demand, and financial markets. While the latest CPI report shows inflation cooling to 2.4% headline and 2.5% core, markets are focusing on something else entirely—rising geopolitical tension and the risk of higher oil prices tied to uncertainty surrounding Iran and global supply routes....
People in this episode
Host: Kevin Peranio
Topics covered
- oil supply
- inflation
- housing market
- geopolitical tension
- financial markets
Keywords
- oil prices
- CPI report
- interest rates
- housing demand
- market fear
Mentioned in this episode
Places: Iran, Park City, Utah
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- Why Bond Traders Lead the Federal Reserve · May 25, 2026 · 10 min
- Oil Prices, Jobs, and the Fed Explained · May 18, 2026 · 18 min
- Bond Market Signals Big Inflation Shift Coming Soon · May 11, 2026 · 22 min
- Markets Brace for Fed, PCE, and Big Tech Earnings · May 4, 2026 · 15 min
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