Latest / The Financial Exchange Show
Markets Surge on War Hopes, Oil Shock Reshapes Outlook
Stocks are rallying—but markets are being driven by one key factor: oil.
Paul Lane and Marc Fandetti break down a volatile first quarter, rising energy prices, and how the Iran conflict is reshaping expectations for inflation, interest rates, and growth.
Also covered:
Why markets are reacting to every headline out of the Middle East
How oil shocks impact both inflation and consumer spending
The Fed’s shifting outlook on rate cuts
Sector winners and losers from a turbulent quarter
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.