Name: Rate hike cycle not yet an alarm for stock markets, rising oil price an increasing risk: PM
Uploaded: 2026-09-14T04:35:11Z
Duration: 3 min 33 s
Description: Ten Cap's Jun Bei Liu says that drivers of inflation such as El Nino and depleting energy reserves are an increasing risk for investors and could slow down the economy quickly. She also says that despite that fact that we are now in a rising rate cycle globally, activity typically remains strong at the beginning of such cycle.

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Rate Hike Cycle Not Yet Hurting Stocks; Rising Oil and El Niño Raise Risk

Bullish Gator

Sep. 14, 2026

Jun Bei Liu: early rate hikes usually leave activity strong, but rising oil, El Niño and dwindling energy reserves heighten inflation risk and could quickly slow the economy.

Editorial companion

What stands out

Jun Bei Liu of Ten Capital on CNBC points to a small but important distinction: early rate-hike cycles often leave activity intact, but a rising oil price driven by El Niño and dwindling energy reserves is a different animal. Markets can chew through policy tightening; they choke on sudden supply shocks. For investors who treat every Fed move as the headline risk, this clip is a reminder to watch the energy ledger, not just the interest-rate column.