May 21, 2026 - Oil Holds the Key to a Soft Landing

Today’s market recovery has investors leaning back into the soft-landing narrative — but there may be one key condition the market cannot ignore: oil prices need to cooperate.In this episode of Market Pulse, we break down why falling oil prices could be critical to keeping inflation expectations contained, supporting consumer resilience, easing pressure on margins, and giving the Federal Reserve more room to eventually pivot. Stocks may be bouncing, but higher yields, sticky inflation risks, and renewed pressure on rate-sensitive sectors mean the soft landing is still conditional — not guaranteed.We also discuss what lower energy prices would mean for equities, credit, AI infrastructure, consumer spending, and the broader macro setup heading into the next phase of the cycle.Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice or a recommendation to buy or sell any security.