Oil near $120. Wholesale inflation rising. The Fed turning more hawkish. This week’s market action may have sent one of the clearest warnings of 2026 so far.

In this Wall Street Truth Bombs weekly recap, Mark Malek breaks down why the Iran war, the Strait of Hormuz shutdown, rising producer prices, and the Federal Reserve’s shifting tone all fed into a fourth straight losing week for equities. While AI remained one of the few bullish themes, even that story faced geopolitical and national security risks.

If the market has been treating oil and the Fed like two separate stories, this video explains why they are actually the same story — and why that matters for your portfolio right now. Based on the recap, the biggest risk is a supply shock the Fed cannot fix, which leaves equities exposed if inflation stays hot and rate cuts disappear.

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