Rising Oil, Fragile Supply Chains, and Growing Economic Risk

Markets are holding steady—but risks are building beneath the surface.

Mike Armstrong and Paul Lane break down rising oil prices, a new blockade in the Strait of Hormuz, and why markets aren’t reacting more aggressively. Also covered:

• Why supply chain disruptions may be underestimated
• The real risks from oil and global shipping choke points
• What bank earnings are signaling about the economy
• Private credit concerns and growing financial stress