How Markets Are Reacting to Rising Tensions with Iran | S2 E053 | 06-23-25

Markets with Megan: A Quick Financial Markets Update · Jun 23, 2025 · 4m · transcript

After U.S. military action over the weekend, markets opened with mixed signals. Megan Horneman, CIO of Verdence Capital Advisors, shares how investors are interpreting the unfolding events in the Middle East, what’s happening with oil and gold, and how this could influence the Fed's path on interest rates.

Key topics covered:

-Market reaction to geopolitical tension

-Investor sentiment and safe-haven assets

-Fed rate cut outlook for 2025

Historical market performance post-conflict

📉 What’s the real risk to inflation?

📈 Will the Fed still cut in September?

💡 Why staying disciplined matters now…