Monchau: Oil & Equity Volatility Here to Stay

The video discusses the current market dynamics, highlighting a tug of war between strong fundamentals and various risks such as inflation, monetary policy, and geopolitics. It explores the potential outcomes of geopolitical tensions and the implications of monetary policy decisions on market volatility. The discussion includes insights into inflation trends, the impact of supply chain improvements, and the Fed's approach to rate hikes. The video also examines interest rate trends, including the inversion of the yield curve, and their potential impact on economic recovery.

What signs indicate that inflation might ease in the future?

What does the inverted yield curve suggest about the market's expectations for the economy?