Oil Surges, Bonds Sell Off, and the Fed’s No-Win Dilemma

Markets are under pressure as oil climbs toward $100, bond yields spike globally, and gas prices near $4 a gallon. Chuck Zodda and Mike Armstrong break down why this isn’t a “Sell America” trade—but a worldwide bond selloff—and what it means for stocks, mortgages, and the broader economy.The guys debate the Fed’s toughest question: what happens if unemployment rises while inflation stays elevated? With central banks unable to “print oil,” policymakers may be forced to choose between fighting inflation and protecting the job market.Plus: mortgage rates jump into the spring housing season, a retirement mistake that can trigger costly RMD penalties, pressure in the financial sector, and whether Americans drinking less is becoming a real economic trend.