The Art of Investing

← The Art of Investing11. Sept. · 52 Min.

Oil Prices Driving Interest Rates Higher; When Will Stocks React?

Oil Prices Driving Interest Rates Higher; When Will Stocks React?11. Sept.52 Min.

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This week on The Art of Investing, the team look ahead to a crucial week for global interest rates, with major central banks preparing to make their next moves as investors grapple with rising oil prices and an intensifying competition for capital.

Chris explains why he believes interest rates need to rise regardless of the latest inflation data, while Mark explores the bullish alternative: could AI-driven productivity and investment deliver economic growth strong enough to offset higher borrowing costs?

The team also examine Scott Bessent’s attempts to influence US bond markets, the strengthening Japanese yen and what record copper prices are telling us about demand, AI infrastructure and the global economy.