--- title: Watch: Oil Shock, Real Rates, and a Market That's Still Standing description: Filmed on March 25th, 2026, Ryan Mumy and Justin Greenhill break down the most critical market trends affecting your portfolio. In this episode, we analyze: image: https://sollindawealth.com/hubfs/Screenshot%202026-04-01%20at%2012.35.05%20PM.png --- [Skip to content](https://sollindawealth.com/blog/watch-oil-shock-real-rates-and-a-market-thats-still-standing#main-content) [![Sollinda Wealth Logo](https://sollindawealth.com/hubfs/solinda-logos/solinda_wealth_logo_main.svg "Sollinda Wealth Logo")](https://sollindawealth.com/) - [The Sollinda Way](https://sollindawealth.com/#the-solinda-way) - [Partners in Growth](https://sollindawealth.com/#partners-in-growth) - [Comprehensive Solutions](https://sollindawealth.com/#comprehensive-solutions) - [Our Approach](https://sollindawealth.com/#our-approach) - [Leadership Team](https://sollindawealth.com/#leadership-team) - [Advisor Hub](https://sollindawealth.com/blog) - [Get in Touch](https://sollindawealth.com/contact-us) - [The Sollinda Way](https://sollindawealth.com/#the-solinda-way) - [Partners in Growth](https://sollindawealth.com/#partners-in-growth) - [Comprehensive Solutions](https://sollindawealth.com/#comprehensive-solutions) - [Our Approach](https://sollindawealth.com/#our-approach) - [Leadership Team](https://sollindawealth.com/#leadership-team) - [Advisor Hub](https://sollindawealth.com/blog) - [Get in Touch](https://sollindawealth.com/contact-us) ![](https://sollindawealth.com/hubfs/Screenshot%202026-04-01%20at%2012.35.05%20PM.png) 2026 Apr 1 # Watch: Oil Shock, Real Rates, and a Market That's Still Standing Filmed on March 25th, 2026, Ryan Mumy and Justin Greenhill break down the most critical market trends affecting your portfolio. In this episode, we analyze: - This oil shock hitting a fundamentally different economic backdrop than 2022 - Options market in negative gamma territory, setting up a slow grind higher or a fast drop lower - The Magnificent Seven decoupling from the rest of the S&P 500, with a possible opportunity forming - 13 straight years of emerging market underperformance as dollar weakness continues to build - Energy-dependent markets like Japan and Korea most exposed as the oil shock deepens - Fed rate cut expectations collapsing, with markets beginning to price a potential hike - Two-year Treasury yield moving above the Fed funds rate, historically rare and short-lived - Real rates jumping sharply across the US, UK, France, and Japan in a matter of weeks - Gold volatility running well above equity volatility, with price swings unlike anything in recent decades For more episodes of Chart Overload and additional content, check out [Sollinda Capital Management on YouTube](https://www.youtube.com/channel/UC7SH3i14OGWJwtZXSccxb1Q).  Sollinda Capital Management is an investment adviser registered under the Investment Advisers Act of 1940. 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