Oil Supply Shock Could Push Inflation Higher

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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