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Oil Jumps, Mortgage Rates Rebound — Is the Inflation Fight Back On?
Chuck Zodda and Mike Armstrong react to the escalating Middle East conflict and its ripple effects across global markets. With oil surging, shipping through the Strait of Hormuz disrupted, and bond yields climbing, they break down what duration, scope, and magnitude could mean for inflation and Federal Reserve policy — especially as mortgage rates had just dipped below 6% before reversing higher.
The hour also examines new warning signs in private credit markets, Lloyd Blankfein’s comments on complacency and financial stability risks, the economics behind rising streaming prices, AI-driven…
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