Marketplace Feeling down on the farm
18 snips
Mar 27, 2026 
Kaylee Wells, a Marketplace reporter who interviewed an Ohio farmer about rising input costs. Mitchell Hartman, a field reporter covering economic fallout after four weeks of war. Courtney Brown, an Axios markets reporter on bonds and inflation expectations. David Gura, Bloomberg political and economic correspondent on markets and geopolitical impacts. They discuss farm planting struggles, war-driven market shifts, bond behavior, and consumer sentiment.
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The Conflict Is An Everything Shock Not Just Oil
- The conflict is more than an oil shock; it's an everything shock affecting transportation, capital, fertilizer, and consumer spending.
- David Gura highlights that higher transport and capital costs plus supply-chain strain will ripple across the economy.
Bonds Reflect Fiscal Worry Through Term Premium
- Bond yields rose because investors raised inflation expectations and demanded a higher term premium for lending to the government.
- Courtney Brown says bond investors worry about bigger fiscal strains if war spending increases, pushing yields up independent of equities.
War Has Quickly Raised Energy and Borrowing Costs
- Four weeks of war have already pushed gasoline and mortgage costs noticeably higher for U.S. consumers.
- Mark Zandi and others link rising oil to higher interest rates, with 30-year mortgage rates near 6.5% and broader inflation pressure feeding into fiscal and market stress.