AI Bond Boom Tests Investors as Oil Risks Return

A busy week for markets begins with inflation data, bank earnings, Kevin Warsh’s first testimony as Fed chair, and renewed tension around the Strait of Hormuz.Chuck Zodda and Mike Armstrong break down why the U.S. and Iran conflict is again raising questions about oil flows, gas prices, and the safety of shipping through the Strait of Hormuz. They also discuss what investors should watch from Kevin Warsh on Capitol Hill, why the University of Michigan consumer sentiment survey may no longer be a useful read on the economy, how a quarter-trillion-dollar wave of AI bond issuance is testing investor demand, and why volatility in semiconductor stocks could be a warning sign for the AI trade.