

How Long Can Markets Ignore the Oil Supply Shock?
Despite the historical energy disruption from the Iran conflict, stocks are back to record highs. Our Global Head of Fixed Income Research Andrew Sheets and our Head of Commodity Research Martijn Rats discuss different views and fundamentals driving markets. Read more insights from Morgan Stanley. ----- Transcript…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
Similar episodes from other shows
More like Thoughts on the Market →
Javier Blas on Why Oil Could Go Much, Much Higher

Will The Iran War Oil Price Shock Sink Stocks? | Lance Roberts

Why Iran can’t shut down the Strait of Hormuz

Stocks Shrug Off Inflation Concerns, and How High Crude Oil Is Going 4/3/23
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.


