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Volatile Energy Markets Influence the Global Economy
David Hagee, Executive Vice President, Chief Investment Officer
:
April 16, 2026
Recorded April 16, 2026
In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Don McArthur, Director of Equity Research and Senior Investment Strategist, to examine volatility in global energy markets and the broader economic implications of the ongoing conflict in Iran, including:
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A closer look at global and U.S. oil markets, along with other energy markets impacted by the conflict
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Why the U.S. economy can weather short term energy market volatility, compared with global disruptions happening in other regions
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How U.S. earnings and equity markets have remained resilient despite geopolitical uncertainty
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How Federal Reserve policy considerations for interest rates are influencing market expectations amid inflationary pressures in a slow growth economy
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