Is a recession coming? Oil prices, inflation, and Fed rate cuts explained.

With oil prices rising and tensions in Iran escalating, many investors are asking: Will higher oil trigger a recession in 2026?

In this episode, Ellis sits down with Bob & Ben to break down:

-Oil prices and their impact on inflation

-How energy costs affect the economy and markets

-Fed interest rate cuts and recession risk

-Consumer spending trends (70% of GDP)

-What happens if oil hits $100–$120

-Real estate and investment outlook

Key insight: Rising oil alone doesn’t cause a recession—but sustained high prices can.

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