The Bond Market Strikes Back — Oil, Inflation & the Price of Money
Unbearably Bullish with Donald B. Johns III · Sep 2, 2026 · 23 min
Show Notes
Episode 9 of Wall Street Wednesday on Unbearably Bullish — the bond market is striking back. Oil, inflation, and the price of money are reshaping how every investor needs to think about their portfolio right now.
Why are Treasury yields rising? Why do bond prices fall when yields climb? And how can an oil shock move through inflation, interest rates, stocks, mortgages and the entire economy?
Welcome to WALLSTREET WEDNESDAY EPISODE 9, where we dive into the world of high finance and explore the latest trends and insights. In this episode, we're discussing the bond market and its striking back, oil inflation, and the price of money. Join Donald Johns, the host of The Bull You Can't Bear, as he breaks down the complex world of financial education and investing education, providing you with the knowledge you need to make informed decisions in the stock market. With a focus on market analysis and finance, this episode is part of the Unbearably Bullish Podcast, your go-to source for investing podcast and business podcast content. Whether you're looking to build wealth, develop an investor mindset, or learn about entrepreneurship and business leadership, this episode has something for everyone. We'll also touch on the impact of emerging technology, including artificial intelligence, and how it's changing the game for investors and business leaders. So, tune in and join the conversation on personal finance, wealth building, and success mindset, and discover how to stay ahead of the curve in today's fast-paced financial landscape.
In This Episode
- The relationship between bond prices and bond yields
- Why oil prices can influence inflation
- The economic importance of the Strait of Hormuz
- How geopolitical risk creates an oil-price premium
- What bond vigilantes are—and why governments watch them
- Treasury yields and the global price of money
- Government debt supply and investor demand
- How rising discount rates can affect stock valuations
- Why growth stocks may be sensitive to long-term yields
- Corporate borrowing, refinancing and capital investment
- Mortgages, commercial real estate and consumer credit
- Treasury liquidity-support buybacks explained
- Why Treasury buybacks are not automatically quantitative easing
- Bull versus Bear: normalization or financial stress?
- A practical Bond-Market Dashboard
The Bond-Market Dashboard
Watch these signals
- Brent and West Texas Intermediate crude oil
- The two-year Treasury yield
- The 10-year Treasury yield
- The 30-year Treasury yield
- The shape of the yield curve
- Market-based inflation expectations
- Corporate credit spreads
- Treasury-auction demand
- The U.S. dollar
- Stock-market breadth
A yield can rise because economic growth expectations are improving—or because investors demand additional compensation for inflation, debt supply and uncertainty.
The number may look identical.
The message underneath can be completely different.
Follow The Market Chain
Conflict → Oil → Inflation → Bonds → Borrowing → Business → Markets
The stock market gets the attention, but the bond market helps establish the price of money. When the bond market sends a warning, every asset class can feel the impact.
About Wall Street Wednesday
Markets. Investing. Wealth Building.
Market trends, investing principles, economic insights, and long-term wealth-building strategies through an educational lens.
Episode disclosure
**IMPORTANT DISCLOSURE:** This video is provided solely for general educational and entertainment purposes. Nothing presented constitutes financial, investment, legal, accounting or tax advice; an offer or solicitation to purchase or sell securities or commodities; or an endorsement or recommendation of any company, fund, product or strategy. References to oil, Treasury securities, interest rates, currencies, market sectors and financial products are educational examples only. Market figures and policy information are based on publicly available information available as of September 2, 2026, may be rounded, revised or change after recording. Bond investments involve risks including interest-rate, inflation, credit, liquidity, call and principal-loss risk. Bond prices generally decline when market interest rates rise, although actual results depend on the security and market conditions. Commodity prices can be highly volatile and may be affected by geopolitical events, supply disruptions, economic conditions and government policy. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Conduct independent due diligence, review current official information and consult appropriately qualified professionals before making financial decisions.
