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Home > The Financial Exchange Show > Markets Surge on War Hopes, Oil Shock Reshapes Outlook
Podcast: The Financial Exchange Show
Episode:

Markets Surge on War Hopes, Oil Shock Reshapes Outlook

Category: Business
Duration: 00:37:39
Publish Date: 2026-04-01 16:47:47
Description: Stocks are rallying—but markets are being driven by one key factor: oil.

Paul Lane and Marc Fandetti break down a volatile first quarter, rising energy prices, and how the Iran conflict is reshaping expectations for inflation, interest rates, and growth.

Also covered:
  • Why markets are reacting to every headline out of the Middle East
  • How oil shocks impact both inflation and consumer spending
  • The Fed’s shifting outlook on rate cuts
  • Sector winners and losers from a turbulent quarter
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