Oil, Inflation, and the Fed’s Next Move

This week’s discussion focused on the resurgence of inflation concerns as escalating tensions involving Iran and disruptions to global energy flows pushed oil prices toward $100 per barrel. The CIO team examines the implications for markets, including pressure on interest rates, renewed Fed tightening expectations, and a broad fixed-income selloff ahead of next week’s FOMC meeting. The conversation also explores growing investor scrutiny of AI infrastructure spending, with markets increasingly distinguishing between companies building AI capacity and those positioned to benefit from its adoption. The team provides guidance for investors in today’s dynamic market. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 02:03 — Jobless claims fall to lowest level since 196902:57 — Iran conflict broadens and oil approaches $10006:51 — Energy inventories tighten and AI spending concerns grow12:09 — FOMC outlook, inflation risks, and September expectations16:58 — Closing thoughts for investors Additional ResourcesRead: Key Questions: Are More ETFs Really Better for Investors? | Key WealthKey QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn