In this month's update, Columbus Macro CEO Craig Columbus focuses on the war in the Middle East and its impact on the energy complex and the broader global economy. Mr. Columbus then details how Treasury yields, U.S. dollar, equity markets, and gold have reacted. The video concludes with a brief discussion on the Fed’s decision to hold rates given uncertainties around the energy shock and the higher probability of 1970s-style stagflation.
April Monthly Update Craig Columbus
March 31, 2026