Ed Butowsky
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Ethos Financial Group is a Securities and Exchange Commission-registered investment advisor.
Making Sense with Ed Butowsky this week is a conversation every investor needs to hear right now. I'm walking you through the bond market, the equity market, and the one sector I cannot stop buying for clients because the numbers speak for themselves. The market is giving us a rare and clear picture, and I want you to see what I see. Watch this before the week is over.
04/16/2026
Oil does not stay in energy. It moves through inflation, drives expectations, and drives the repricing of financial markets.
A spike in oil feeds directly into headline inflation, shifting inflation expectations. Once expectations move, central banks respond. Policy tightens. Risk-free yields rise. Discount rates move first, and equity valuations reprice before earnings adjust.
Then the pressure spreads. Borrowing costs rise. Interest expense expands. Credit conditions tighten. Investment slows. Demand weakens. Revenue growth decelerates. Margins compress across non-energy sectors.
The impact is not uniform. Energy benefits from higher realized prices. Transportation and consumer discretionary absorb cost pressure and weaker demand. Financials move through a cycle of early margin support followed by credit sensitivity as tightening deepens.
What matters is not the oil move itself, but the speed and magnitude of the inflation and rate response it triggers. If you are not tracking this chain in real time, you may be missing the mechanism that is driving equity repricing.
Oil Prices Break Markets Through Inflation, Rates, and Valuation Shock Oil does not stay in energy. It moves through inflation, drives expectations, and drives the repricing of financial markets.
In this week's Making Sense with Ed Butowsky, I take a bold turn and explain why I am looking beyond AI for the next big opportunity. I outline why biotech could be on the verge of a major surge as rates shift, how smaller companies could suddenly become irresistible targets for acquisitions, and why this sector could redefine what investors focus on next. If you want to understand why I am moving past AI and where real upside may be building, this is a video you cannot afford to miss. Step into my perspective as I leave AI behind and explore the opportunities I am prioritizing next.
The March jobs report shocked everyone. Last week on OAN News, I shared that the U.S. added 178,000 jobs, which was far stronger than expected, and it has changed how I view interest rates, the stock market, and the global economy.
Strong job growth might seem positive, but it can also create real challenges for investors. Oil prices and Middle East tensions are now taking center stage. I explain why income-generating investments and dividends are important now, and which business development companies I am watching closely.
This is not a report to ignore. Watch this clip to see what I am prioritizing, why timing is critical this week, and which moves could be most important for your financial strategy.
https://youtu.be/cRw8NyoggBA
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