The narrative just flipped — and markets may not be ready. On this episode of The Torres Report, host Todd M. Schoenberger sits down with José Torres, Senior Economist at Interactive Brokers, to break down a rapidly shifting macro environment driven by Fed policy, rising oil prices, and escalating geopolitical risk. ⚠️ The biggest surprise: Chairman Jerome Powell signaling he may stay in place — a development markets may be underestimating, with major implications for interest rates and policy direction. 🎯 In this episode, we break down: • Why the Fed may be turning more hawkish than expected • How Powell staying could accelerate rate hikes vs cuts • The real risk of a 10% stock market correction • Why oil shocks from the Iran conflict could push inflation higher • How rising PPI could feed into CPI — and when it hits consumers • The growing disconnect between strong earnings and weakening margins • Why housing is flashing warning signs while AI-driven sectors stay strong 🌍 Macro pressure is building: • Oil prices rising as Middle East tensions escalate • Inflation risks returning due to energy and supply chain disruptions • GDP forecasts being revised lower as geopolitical risk increases • Markets struggling to price in both Fed tightening AND global instability 📉 Key insight: If oil prices remain elevated and the Fed stays hawkish, markets could face a sharp repricing — but that may also create opportunity for disciplined investors. 👉 If you want to understand what’s coming next for stocks, rates, and the economy, this is a must-watch conversation. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://biztalktodaytv.com 📧 Contact on Email: support@biztalktodaytv.com 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #StockMarket, #FederalReserve, #Inflation, #OilPrices, #IranWar, #Recession, #Economy, #Investing, #Macro, #InterestRates, #AIStocks, #HousingMarket, #ToddSchoenberger Learn more about your ad choices. Visit megaphone.fm/adchoices
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