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July 8, 2026 - Rate Hikes, Oil Shocks, and the AI Trade: Why Markets Just Got Dangerous
Markets are suddenly facing a three-front shock: rate hikes are back in focus, oil is stirring inflation fears, and the AI trade is starting to rotate beneath the surface.
In this episode of Market Pulse, we break down why investors are being forced to rethink the “soft landing” narrative, how rising yields and energy volatility are pressuring risk assets, and what the shift inside AI and tech leadership may be signaling about the next phase of the market.
Is this just another pullback — or the start of a more dangerous rotation?
Tune in for the key macro signals, market moves, and risks…
The skinny
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