--- title: Watch: Oil Shock & The Market That Won't Break description: Filmed on March 13th, 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%202026-03-20%20at%203.03.04%20PM.png --- [Skip to content](https://sollindawealth.com/blog/watch-oil-shock-the-market-that-wont-break#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%202026-03-20%20at%203.03.04%20PM.png) 2026 Mar 20 # Watch: Oil Shock & The Market That Won't Break Filmed on March 13th, 2026, Ryan Mumy and Justin Greenhill break down the most critical market trends affecting your portfolio. In this episode, we analyze: - Historical crisis events vs. S&P 500 returns: the data is a mixed bag, not a clear signal - Oil and global stocks moving in opposite directions since the Iran conflict began - Food costs tracking crude oil with a lag, possibly adding pressure on the consumer - China dominating critical raw materials production, and why the US and Europe are establishing a price floor - Mag Seven valuations completing a round trip back to 15-year averages as earnings hold - Investors heavily hedged with put skew at elevated levels, limiting near-term downside - Small cap outperformance rolling over as the conditions supporting it disappear - Japan and Korea importing 85-90% of their energy, making them most exposed to oil spikes - China's consumer continuing to weaken despite government stimulus, with demographics a key factor - Fed rate cut expectations collapsing to one cut in 2026 as oil complicates the inflation picture - European Central Bank potentially forced toward rate hikes, not cuts, as a result of their single mandate - 10-year Treasury yields bouncing sharply off lows, pushing mortgage rates to 11-month highs - Corporate credit spreads starting to move higher but still within long-term range - Copper holding near all-time highs with a structurally different supply and demand story than oil 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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