EPISODE · Mar 16, 2026 · 38 MIN
Oil Shock Deepens as Fed Faces War-Driven Inflation Risks
from The Financial Exchange Show · host The Financial Exchange Network
Chuck Zodda and Mike Armstrong break down the mounting economic fallout from the Iran conflict, now entering its third week, as energy markets tighten and global supply gaps widen.With the Strait of Hormuz largely restricted, the hosts examine:• The growing daily oil supply deficit and what it means for prices• Why spot energy prices are surging beyond futures markets• Early warning signs of jet fuel and shipping disruptions• The risk of renewed global supply chain stress• How rising energy costs could ripple into inflationPlus, ahead of this week’s Federal Reserve meeting, they discuss how Chair Jay Powell may respond to the twin risks of slowing labor data and a potential supply-driven inflation spike.Markets may be rallying — but the real economic test could be just beginning.Stay informed with The Financial Exchange.
What this episode covers
Chuck Zodda and Mike Armstrong break down the mounting economic fallout from the Iran conflict, now entering its third week, as energy markets tighten and global supply gaps widen.With the Strait of Hormuz largely restricted, the hosts examine:• The growing daily oil supply deficit and what it means for prices• Why spot energy prices are surging beyond futures markets• Early warning signs of jet fuel and shipping disruptions• The risk of renewed global supply chain stress• How rising energy costs could ripple into inflationPlus, ahead of this week’s Federal Reserve meeting, they discuss how Chair Jay Powell may respond to the twin risks of slowing labor data and a potential supply-driven inflation spike.Markets may be rallying — but the real economic test could be just beginning.Stay informed with The Financial Exchange.
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Oil Shock Deepens as Fed Faces War-Driven Inflation Risks
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