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Beyond the Oil Spike: Economic Impacts and Market Outlook
David Hagee, Executive Vice President, Chief Investment Officer
:
July 17, 2026
Recorded July 17, 2026
In a new episode of Conversations with Commerce Trust, Chief Investment Officer and host David Hagee is joined by Scott Colbert, Chief Economist and Director of Fixed Income Management to discuss how energy markets are influencing the U.S. economy, inflation, interest rates, and fixed income positioning, including:
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Why inflation remains above the Federal Reserve’s target and may increase the likelihood of interest rate hikes this year
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How prolonged, higher oil prices are contributing to inflation pressures while the artificial intelligence (AI) and data center buildout adds another layer of complexity
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Why the U.S. economy was better positioned to absorb higher energy prices than in previous oil shocks, even as energy costs have continued to affect households and growth
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How higher rates and elevated stock valuations are shaping fixed income positioning, including the role bonds may play as a diversifier within portfolios
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