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

More episodes of What's Next For Markets

• Inside the Biggest Index Rebalance And Upcoming Blockbuster IPOs · June 7, 2026 · 21 min
• Why Our Rates Thesis Keeps Delivering · May 31, 2026 · 16 min
• The Rate Squeeze · May 24, 2026 · 17 min
• The Vibepression Economy With Kevin Gordon Of Charles Schwab · May 17, 2026 · 34 min
• Markets Defy Gravity: Rates Up, Stocks Higher · May 10, 2026 · 14 min
• Strong Data, Weak Sentiment · April 26, 2026 · 14 min

Explore listener stats, chart rankings, contacts and more on the What's Next For Markets podcast page.