Stocks Keep Climbing as Oil Risks Linger and the Fed Stays Cautious

Stocks continue to push higher—but the underlying risks haven’t disappeared.Chuck Zodda and Marc Fandetti break down why markets are rallying even as energy disruptions persist and uncertainty around the Fed remains elevated.Also covered:Why investors are increasingly looking past short-term oil shocksHow markets are pricing in a potential resolution in the Middle EastThe risk of the Fed falling behind inflation—and what that could meanWhat strong bank earnings reveal about consumer and business healthHow forward earnings and valuations are helping support the rallyFrom energy to earnings to policy, this episode breaks down the forces shaping the market