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- 😲 Why Stagflation Fears Are Rising
😲 Why Stagflation Fears Are Rising
Plus, how to profit from oil stocks, and more
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Happy Thursday! Fed Chair Jerome Powell’s remarks reignited concerns over stagflation, with economists highlighting the Fed’s lower growth forecasts and rising inflation expectations. Here’s what the Fed’s stance means for markets — and how investors can navigate the uncertainty. Also, why current dynamics open the door to oil stocks.
—Josh Enomoto
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MARKET RECAP
Yesterday: Stocks climbed Wednesday after the Fed held rates steady and signaled two cuts in 2025, while also slowing the pace of quantitative tightening. Bond yields fell as investors digested updated economic projections, with markets now turning to key inflation and labor market data for further insight.
On Our Radar: Analysts will next turn to Tuesday’s consumer confidence report for additional clues about economic viability. On the earnings front, FedEx will represent one of the most closely watched disclosures.
TOP STORY
Fed Chair Jerome Powell’s remarks reignited stagflation concerns as the Fed signaled slower growth, higher inflation and rising unemployment.
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FIVE ZINGERS
Hot Ticket: All eyes were on Nvidia CEO Jensen Huang's keynote speech on Tuesday. Read about analysts' view on the tech giant's next-gen Blackwell processor.
Book Smarts: SkyBridge Capital founder Anthony Scaramucci highlighted the Trump administration's improvements regarding crypto regulation. Discover the positive changes on tap.
Making Waves: SoftBank announced the acquisition of Ampere Computing in a $6.5 billion deal. Read about the details here.
Spring Cleaning: Cathie Wood-led Ark Invest made several notable trades. Discover which securities got the ax.
Skipped Class: President Trump is reportedly set to begin dismantling the Department of Education via executive order. Here are the implications of this unprecedented move.
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Having a falling stock market isn't enough.
Apparently, several commodity sectors, most notably crude oil, have decided to get in on the action as well. Oil prices have been dropping sharply over the past week, caught in the whirlwind of turmoil, drama and just a whole mess of market-rocking stories.
Crude oil is trading on the expectation of a weakening U.S. economy, and that is absolutely a possibility. The markets are growing increasingly anxious about stagflation creeping into the United States.
Will it happen? Maybe, maybe not—but it's on the table.
Inflationary pressures, particularly from tariffs, are adding fuel to the fire.
Just ask the big three car manufacturers: if those Canadian tariffs had stayed in place, car prices in the U.S. would have skyrocketed by 25%, punishing not the folks we imposed the tariff on but American consumers.
Tariffs tend to restrict global trade, and when you factor in the potential for mass layoffs in government sectors, you start getting a picture of an economy slowing down, even as inflation remains sticky.
That's the textbook definition of stagflation, and it's not exactly great for oil and gas demand.
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