Oil Shock, Yield Spike, and the Illusion of Market Strength

Podcast: Markets Daily · Jellypod

Opublikowano: 2026-09-29

Oil spikes on renewed Strait of Hormuz tensions, Treasury yields jump, and gold gets hit as rate-hike odds surge. Beneath the surface, a handful of mega-cap winners are masking weak market breadth, rising mortgage stress, and growing cracks in consumer and housing data.