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Markets on Edge: Iran Headlines, Oil Shocks & the Recession Question
Mike Armstrong and Paul Lane break down another volatile morning in markets as conflicting headlines out of Iran whipsaw stocks and oil. With the Strait of Hormuz still disrupted, they explain why actions—not statements—are what really matter for investors.
They dive into the real economic risk: a potential “dual shock” of slowing growth and rising prices. Is stagflation back on the table? And are U.S. recessions really becoming less frequent—or are investors just forgetting what downturns feel like?
Plus:
Why oil prices above $90 could matter more for supply chains than at the pump
The state…
The skinny
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