Oil price is key inflation risk
The technical analyst identified sustained high oil prices, driven by unresolved Middle East tensions, as the main external risk that could spoil the equity market rally by fueling inflation.
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The story so far
CONTESTED · 61 MENTIONS · 46 EPISODES · 18 SHOWS
21 JUL 2026 — 14 AUG 2026 · TODAY
43 SUPPORT · 15 CHALLENGE · 3 REPEAT
- PROF G MARKETS
39 EPISODES BETWEEN · 52 MENTIONS
- THOUGHTFUL MONEY
- PALISADES GOLD RADIO
- THE OPTIONS INSIDER RADIO NETWORK
- THOUGHTFUL MONEY
- COMMODITY CULTURE · 3 MENTIONS
- EXCESS RETURNS
- THOUGHTFUL MONEY
- MACROVOICES · 2 MENTIONS
- THE DIVIDEND CAFE
- THE POMP PODCAST
- WSJ WHAT'S NEWS
- THE OPTIONS INSIDER RADIO NETWORK
- WSJ WHAT'S NEWS
- BLOOMBERG SURVEILLANCE
- SMARTERMARKETS · 3 MENTIONS
- PROF G MARKETS
- THE DIVIDEND CAFE
- COMMODITY CULTURE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- MONETARY MATTERS WITH JACK FARLEY
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- PALISADES GOLD RADIO · 4 MENTIONS
- WSJ WHAT'S NEWS
- CNBC FAST MONEY
- PLANET MICROCAP PODCAST · 2 MENTIONS
- COMMODITY CULTURE · 2 MENTIONS
- REAL VISION DAILY BRIEFING
- CNBC FAST MONEY
- PALISADES GOLD RADIO
- WEALTHION - BE FINANCIALLY RESILIENT
- MARKETPLACE
- COMMODITY CULTURE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- THE DIVIDEND CAFE
- THE OPTIONS INSIDER RADIO NETWORK
- COMMODITY CULTURE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- THE OPTIONS INSIDER RADIO NETWORK · 3 MENTIONS
- PALISADES GOLD RADIO
- REAL VISION DAILY BRIEFING
- BLOOMBERG SURVEILLANCE
- Oil price is key inflation risk · THIS IDEA
- THE OPTIONS INSIDER RADIO NETWORK
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD