Inflation Psychology And The Oil Shock

About this episode

The episode discusses the impact of rising interest rates on the market amidst the ongoing Iran conflict and oil price fluctuations.

In this episode, we shift the focus from oil headlines to the force quietly driving everything underneath: interest rates. Four weeks into the Iran conflict, markets remain locked on energy, but as Michael explains, it’s the surge in rates that’s doing the real damage. With the 10-year yield climbing, mortgage rates rising, and rate cuts rapidly priced out, financial conditions are tightening fast. We break down the powerful link between oil and rates, why this supply-driven inflation shock i...

People in this episode

Host: Michael Kantrowitz

Topics covered

• inflation
• interest rates
• oil market
• financial conditions
• energy crisis

Keywords

• inflation psychology
• oil shock
• interest rates
• 10-year yield
• mortgage rates
• financial conditions
• energy market

Mentioned in this episode

Places: Iran

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