The escalation in the Middle East continues with US troops coming to the region and Houthis joining the war. Oil prices are up this morning, again, with some calling for $150… even $200 per barrel. But at what cost? Demand destruction, rising recession risks and a potential stagflation shock are all back on the table.
At the same time, central banks are stuck. Inflation could stay higher for longer, even as growth slows — a difficult mix to assess when uncertainties are so high.
Watch the full episode to find out more!
Intro0:58 Middle East tensions escalate
1:57 Oil, aluminum up
3:02 Inflation, stagflation risks are building
4:46 SPX loses for 5th week, Nasdaq 100 enters correction
6:02 Tech stocks remain under pressure
7:03 The Weak Ahead










