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A Month Into the Conflict: What Has Actually Changed?
When the conflict with Iran first escalated, markets reacted with fear and uncertainty. A month later, the nature of the shock has changed. What began as a volatility event is evolving into an inflation event, and the data is starting to reflect this.
In this follow-up flash episode of The Wealth Enterprise Briefing, Managing Partner Michael Zeuner is again joined by Senior Investment Manager Sam Sudame to take stock of where things stand one month in and what it means for portfolio positioning.
They discuss:
Why oil rising from $65 to $98 a barrel has pushed the Fed to revise its inflation…
The skinny
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