#407 Chris Whalen: $100 Oil, 5% Rates, and a Home Price Correction Coming for the Whole Country

Podcast: The Julia La Roche Show · Julia La Roche

Opublikowano: 2026-09-12

The Wrap with Chris Whalen is back after a summer vacation with a blunt read on the fall ahead: affordability — fuel, housing, food — has already decided the midterms, and the Iran conflict plus the Russia-Ukraine war have created a shortage not just of crude but of refined products, with refinery maintenance season and the shift to heating oil set to push prices higher still. He calls $100 oil and a 5% 10-year Treasury the new normal, argues Scott Bessent's buyback strategy has failed, and expects a quarter-point hike next week while raising the more unsettling question: what happens if the Fed rais...