MM147: Unravelling Interest Rates, Commoditie...

In this episode of the Market Maker Podcast, we break down the recent surge in oil prices, rising stagflation risks, and the impact on global financial markets.With crude trading in a key $100-$120 range, we explore what’s driving volatility, how different economies are exposed t ...  Show more

In this episode of the Market Maker Podcast, we break down the surge in oil prices, the growing risk of $200 oil, and the controversy around large trades placed just minutes before a Trump headline hit the market. Is this insider trading, smart positioning, or algorithmic momentu ...  Show more

A recent slew negative headlines about U.S. EVs makes it feel like the sky is falling on the market. Yet the data show robust growth. Combined battery electric and plug-in hybrid sales in 2023 were up 50% from 2022. Meanwhile, EV market share reached 9.5% in 2023, up from 7.5% in ...  Show more

CNBC’s Brian Sullivan reports on the Fed and your money. U.S. stock futures slipped after the major averages suffered declines amid concerns of stubbornly high inflation metrics. St. Louis Federal Reserve President James Bullard said he backed a 50 basis point interest rate hi ...

No matter how much inflation rises, we’ll still need utilities, right? That’s what many investors think, and that has helped propel utilities stocks higher this year. But that might be about to change, as Morningstar’s Jakir Hossain explains. Plus, we look at why some of us ca ...

Rapidly declining inflation poses a challenge to revenue growth and earnings. So what should investors look out for to identify the winners from here?

----- Transcript -----

Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and ...