Are markets miscalculating long-term energy shocks and overreacting to short-term noise?
Markets may be miscalculating the longer-term impact of energy shocks and their effects on inflation, says James Athey of Marlborough. Speaking to Trader TV, he discusses navigating markets through an investor’s lens and filtering out short-term noise, compares emerging and developed market resilience, and shares his risk outlook for the remainder of Q2 2026.
In this episode:
๐ Last week’s reaction to the US-Iran ceasefire
๐ Trading Vs Investing
๐ Are markets overreacting to short-term noise?
๐ Emerging market resiliency
๐ Risk outlook for the remainder of Q2
ย [This post was first published on Trader TV]
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