Oil shocks, AI demand, and market resilience tested 3/19/26

Markets absorb a sharp rise in oil prices as geopolitics drive volatility and reshape expectations for growth and inflation. Plus, AI infrastructure demand fuels strength in semiconductors despite concerns around peak earnings and rising capex, and later, economists warn higher energy costs could pressure consumers, raise recession risks and test market resilience. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.