Tag Archives: mortgage rates

How an Oil Supply Shock Becomes an Inflation Crisis That Freezes the Entire Economy

oil pipeline at sunset

Updated April 2026 When most people hear “oil prices are rising,” they think about gasoline. Maybe diesel. Maybe their heating bill. But what they don’t think about is sulfuric acid, fertilizer feedstock, semiconductor fabrication, or the 10-year Treasury yield. The truth is that an oil supply shock doesn’t just raise gas prices. It triggers a […]