This Week's Market Wrap: Cash Me On The Sidelines

Financial Sense4.43K FollowersFollow5ShareSavePlay(13min)CommentsSummaryOil Shock Repriced Everything: The closure of the Strait of Hormuz and direct attacks on Middle East energy infrastructure drove crude toward $100+, injecting inflation risk back into markets and dominating price action across asset classes.The Fed’s Cut Narrative Cracked: After three rate cuts since September, expectations for continued easing were disrupted as hotter inflation data and rising oil forced markets to reassess timing, pushing yields and the dollar higher.No Place to Hide, Even with AI Strength: Rising rates and a stronger dollar pressured equities, Treasuries, and commodities outside of energy, while strong AI-related developments—from NVIDIA to Micron—failed to offset macro headwinds, leaving cash as the only consistent refuge. primeimages/iStock via Getty Images By Ryan J.

Puplava Oil Has the Wheel Markets were not driven by earnings or valuation this week. They were driven by a combination of energy shock and tightening financial conditions. The Iran conflict entered a farThis article was written byFinancial Sense4.43K FollowersFollowCited by Barron's as one of the top financial websites to visit on the weekend, Financial Sense (www.financialsense.com) provides educational resources to the broad public audience through a daily podcast, editorials, current news and resource links on salient financial market issues. Begun in 1985 as a local talk radio program, Financial Sense Newshour (www.financialsense.com/financial-sense-newshour) is a weekly webcast with host Jim Puplava and top financial thinkers. Writing staff of Financial Sense includes: Jim Puplava, Chris Puplava, Ryan Puplava, and Cris Sheridan.