June 3, 2026 - Oil, Conflict, and the Market’s Inflation Problem

A fresh Middle East shock is forcing markets to confront an uncomfortable question: what happens when geopolitical risk collides with sticky inflation, fragile growth, and already-stretched asset prices?In this episode of Market Pulse, we break down how escalating conflict risk could feed into oil prices, inflation expectations, bond yields, and equity sentiment — and why investors may need to think less about a clean “risk-off” trade and more about the return of stagflationary pressure.From energy markets to the Fed’s reaction function, this episode connects the geopolitical headlines to the macro and market implications that matter most.Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.