Strategist: The view that rising oil prices will lead the Federal Reserve to become more hawkish is incorrect.

K-LinePoet · 2026-04-09T08:02:36+00:00

Chris Grisanti believes the Federal Reserve remains cautious, and concerns over oil price fluctuations may prompt it to adopt an easing policy. He revisits his research and decides to continue prudent investing, recommending avoiding current purchases of energy and defense stocks.

K-LinePoet

2026-04-09 08:02:36

Abstract generation in progress

MAI CAPITAL MANAGEMENT Chief Market Strategist Chris Grisanti: The Fed’s statement reinforces my belief that the Fed is staying vigilant. In addition, today’s statement also leads me to think that the view—namely, that higher oil prices mean the Fed will become more hawkish—is wrong. I believe the Fed is more concerned about the negative impact of oil price volatility on the economy, and it may be more inclined to adopt a more accommodative policy. The situation here is varied, and the outcomes often end up being quite different. So I revisited my research and decided to continue making a prudent investment—just like the Fed does. It’s already too late to buy energy stocks or defense stocks now. I think investors should avoid putting money into these stocks for now.

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