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June 3, 2026 - Oil, Conflict, and the Market’s Inflation Problem
A fresh Middle East shock is forcing markets to confront an uncomfortable question: what happens when geopolitical risk collides with sticky inflation, fragile growth, and already-stretched asset prices?
In this episode of Market Pulse, we break down how escalating conflict risk could feed into oil prices, inflation expectations, bond yields, and equity sentiment — and why investors may need to think less about a clean “risk-off” trade and more about the return of stagflationary pressure.
From energy markets to the Fed’s reaction function, this episode connects the geopolitical headlines to…
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